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Procore (en-GB)

Create an Email

Objective

To create and send an email from a project's Email tool. 

Background

A Procore project can be configured to include the Emails tool. This tool lets you perform basic email functions (i.e., create, send, reply to and forward messages). It also stores a copy of all incoming and outgoing messages, so you can keep your project communications secure in the Emails tool. It also provides project teams with an 'inbound email address', which can be added to the 'To' or 'CC' fields in any email program. This lets both Procore and non-Procore users send and save messages in the Emails tool. 

Things to Consider

Steps

  1. Navigate to the project's Emails tool. 
    This reveals the Emails - Inbox page. 
  2. Click Create Email



    This reveals the New Email form. 
  3. Complete the data entry as follows:

    • Important!
  4. Click Send.
    This adds the email to the Procore application's outgoing email queue. Messages are typically sent to the designated recipients within a few seconds or minutes.

See Also