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Procore

Perform Bulk Actions on Correspondence Items

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Beta OPTION

A modernised user experience is now available for the Correspondence tool's List view. Learn more about this open beta and how your Procore point of contact can help you enable it. 

Objective

To use the Bulk Actions menu in the Correspondence tool to perform bulk edits on a batch of correspondence items. 

Background

You can perform bulk actions when you want to apply the same edits to more than one correspondence item in the Correspondence tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Correspondence tool.
  • Additional Information
    • If Procore was asked to enable the 'non-editable' setting at the company level, only 'Draft' correspondence items are editable in bulk. A blue banner appears in the Correspondence tool's list view: "To keep information accurate for all recipients, bulk editing is disabled for items that have already been issued." 
 Note
  • Reach out to your Procore point of contact if you want for Private correspondence items to be hidden from users with 'Admin' level permissions at the company or project level, ensuring they will not have the ability to view or respond to private items unless they are specifically included on the correspondence item. (If your company is based in Australia or New Zealand, this additional level of privacy will be enabled by default).
  • You can always see who has permissions to private items via the 'Permissions' tab when viewing a correspondence item.
    OR
    'Standard' level permission or higher on the project's Correspondence tool.
    AND
    You must be the creator of the correspondence or a user listed in the item's 'Assignee', 'Received From' or 'Distribution' fields. Additionally, users who belong to the same companies as the users listed on the correspondence item can also respond to private items if the General Correspondence type has the granular permission of 'Respond to Private Items Accessible to Users within Same Company' enabled.

Steps

  1. Navigate to the project's Correspondence tool.
  2. Click the List tab.
    This reveals a list of all the correspondence items on the project. 
  3. Select the tickbox next to each Correspondence item you want to bulk modify. To locate all the desired items, use your preferred method:
    • Group by type: From the vertical ellipsis icon-ellipsis-options-menu.png of the 'Type' column, click Group by Type. Expand the correspondence type you want to modify.  
    • Scroll: After selecting one item, tickboxes will only appear next items of that same type. Scroll to see all the items of that type. 
    • Search or Filter. Use the Search icon-search.png bar or Filters icon-filter2.png button to narrow the list down to the items you want to modify. See Search, Sort and Filter Correspondences.
  4. Click Edit icon-edit-esticom.svg to bring up the 'Edit Values' menu.
    Note: If no 'Edit' option appears, Procore was asked to enable the 'non-editable' setting at the company level to keep communication records accurate for all 'Open' and 'Closed' items in the Correspondence tool. For those accounts, you can only edit items with a 'Draft' status.
  5. Edit field values as needed.
  6. Click Apply. 
    This applies the specified edits to your selected correspondence items.

See Also