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Procore (en-GB)

View a Correspondence Item

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Objective

To view a correspondence item.

Things to Consider

  • Required User Permissions:
    • To view a correspondence item not marked as 'Private':
      • 'Read Only' level permissions or higher on the correspondence type.
    • To view a correspondence item marked 'Private':
      • 'Read Only' level permissions or higher on the correspondence type and access to the correspondence item as its creator, an Assignee, Distribution List member or added in the Received From field.
      • OR
      • 'Read Only' or 'Standard' level permissions on the correspondence type with the 'View Private Items Accessible to Users within Same Company' granular permission enabled on your permissions template if another user in your company has access to the correspondence item as its creator, an Assignee, Distribution List member or was added in the Received From field.
      • OR
      • 'Admin' level permissions on the correspondence type.
    • To view a correspondence item marked 'Private' created with a 'Super Private' correspondence type:
      • 'Read Only' level permissions or higher on the correspondence type and access to the correspondence item as its creator, an Assignee, Distribution List member or added in the Received From field.
      • OR
      • 'Read Only' or 'Standard' level permissions on the correspondence type with the 'View Private Items Accessible to Users within Same Company' granular permission enabled on your permissions template if another user in your company has access to the correspondence item as its creator, an Assignee, Distribution List member or was added in the Received From field.
      • OR
      • 'Admin' level permissions on the correspondence type and you are (or another user in your company is) the correspondence item's creator, an Assignee, Distribution List member or added in the Received From field.
  • Additional Information:

Steps

  1. Navigate to the project's Correspondence tool.
  2. Click the Number or Subject link for the correspondence item you want to view.
  3. Click the tab with the information you want to view:
    • General: This tab includes the correspondence item's General InformationLinks and Activity sections.
    • Related Items: This tab lets you view or add related items and notes to the correspondence item. See Add a Related Item to a Correspondence Item.
    • Emails: This tab is where you can forward a summary of the correspondence item by email and where you can view any emails sent directly to the correspondence item using its unique email address (procore-1234abcd1234abcd1234abcd@procoretech.com, for example).
    • Change History: This tab includes a summary of all of the changes made to the correspondence item throughout its lifecycle. Only users with 'Admin' level permissions on the correspondence type can access this tab.
    • Permissions: When the correspondence item is marked as 'Private', this tab includes a list of the users (along with their associated company) that have access to the correspondence item.