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Procore

Reply to an Email Using the Emails Tool

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Background

In the project's email tool, you can use the 'Reply All' button to respond to the messages in the email - inbox page. This sends a message to all of the recipients of the original message. You also have the option to add additional recipients while you are composing your reply.

Things to Consider

  • Required User Permissions:

    • 'Standard' or 'admin' permission on the project's Email tool
      Note: User with 'Standard' permission can only view and reply to messages that are NOT marked 'Private' (see Mark an email message as private).

  • Additional Information:

Steps

  1. Navigate to the project's email tool.

  2. Click to highlight the desired message and click Reply all.
    Note: The Make private, Archive and Delete buttons are only visible to users with 'admin' level permission to the project's Email tool.
    The system reveals the reply form.

  3. Complete the following data entry:

    • To. Start typing a name to search the Project Directory for a list of matching recipient. See Add a person to the Project Directory. Then select the user or distribution group.

    • CC. Start typing a name to search the Project Directory for a list of matching CC recipients. See Add a user account to the Project Directory. Then select the user or distribution group.

    • Private. Mark this tickbox to set the new email to 'Private'. A private message can only be viewed by the user who created the message, users with 'Admin' level permission to the Emails tool and Procore administrators.

    • Subject. Enter a subject line for your email message.

    • Attachment. Click Attach file(s) or use a drag-and-drop operation to move files from your computer to the drag-and-drop file(s) area.

    • Message. In the text editor, format your reply using the toolbar. You can paste formatted content from external documents, add markdown heading shortcuts, embed in-line images or attach code blocks. 

  4. Scroll to the bottom of the page. Then click Reply.
    The system sends your reply to the designated recipient.

See Also