Create a New Correspondence Type
Objective
To create a custom correspondence type.
Background
You can use the Correspondence tool to create correspondence types to manage common correspondence business practices such as instructions, extensions of time and general correspondence within Procore.
Important
The Correspondence tool will not display for any projects on the project level until a correspondence type has been created and at least 1 correspondence type has been applied to a project.Things to Consider
- Required User Permissions:
- 'Admin' on the Company level Admin tool.
- Additional Information:
- You can create up to 30 correspondence types per company.
Steps
- Step 1: Create a New Correspondence Type
- Step 2(Optional): Update the Fieldset Settings
- Step 3(Optional): Add a Custom Field to a Fieldset
Step 1: Create a Correspondence Type
Every correspondence requires an associated correspondence type, you may create a new one if a suitable one does not already exist.
Click here to view the steps.
- Navigate to the Company level Admin tool.
- Under 'Tool Settings', click Correspondence.
- Click the Types tab.
- Click + Create.
- Complete the following information for the new correspondence type:
- Field Name: Enter a name for the field.
- Number prefix: Type a three-digit number prefix.
- Select the Private by Default checkbox if you want all items that are created under this correspondence type to be private by default.
- Click Create.
The new type is added to the Types page and the associated fieldset is added to the Fieldsets page. You have the option to edit the fieldset.
Step 2(Optional): Update the Fieldset Settings
If the default fieldset is not suitable for your correspondence, you may want to update the fieldset to add or remove existing fields.
Click here to view the steps.
Manage the settings for the fieldset by selecting one of the following options for each field:
- Click on the toggle switch to the ON
position to make the field visible in the section. - Click on the toggle switch to the OFF
position to hide the field in the section. - Select the 'Required' checkbox to designate a field as required or optional.
A selected checkbox
indicates that users will be required to complete the field in the section.
Note: If you are unable to click on an option, this indicates the field is a Procore default that cannot be modified.
Step 3(Optional): Add a Custom Field to a Fieldset
If a field you want to add is not listed in the fieldset settings, you can add a custom field to the fieldset.
Click here to view the steps.
- Optional:To add a custom field, click Add Custom Field and choose one of the following options:
- Click Create New to create a new custom field. See Create New Custom Fields.
- Click Choose From Existing and from the Add Custom Field dialogue, click Add next to the field that you want to add.
Note: You can add up to 15 custom fields to a fieldset.
- Click Save.
- Click Save again to save the fieldset without applying it to any projects.
OR
If you want to apply the fieldset to existing projects, click Assign Projects and mark the checkboxes next to the projects you want to assign the fieldsets to.