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Procore

Correspondence

The Correspondence tool enables you to send custom correspondences to collaborators, such as subcontractors, contractors, and clients. The tool provides configurable templates for formal and informal correspondence types that can be sent from one party to another. An example of such a correspondence type is Extension of Time.

  • Create custom correspondence types for different business processes
  • Create and edit fieldsets that can be assigned to correspondence types
  • Create custom fields and assign them to one or more fieldsets
  • Assign a custom correspondence type to one or more projects
  • Create a general correspondence

2024-01-09_Correspondence Item Example_70 percent of full size.png

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Web

Correspondence Tool Permissions
 
Create a Correspondence Item
 
Respond to a Correspondence Item
 
Change the Status on a Correspondence Item
 

Mobile

View and Respond to a Correspondence Item (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - View and Respond to a Correspondence Item (Mobile)

 

Correspondence - Respond to a Correspondence Item

 

Correspondence - Create a Correspondence Item

 

Correspondence - Change the Status on a Correspondence Item

 

Correspondence - Add a Correspondence Type

 

Web

Create a Correspondence Item
 
Respond to a Correspondence Item
 
Change the Status on a Correspondence Item
 

Mobile

View and Respond to a Correspondence Item (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - View and Respond to a Correspondence Item (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Correspondence Item
 
Respond to a Correspondence Item
 
Change the Status on a Correspondence Item
 

Mobile

View and Respond to a Correspondence Item (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - View and Respond to a Correspondence Item (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Correspondence Item
 
Respond to a Correspondence Item
 
Change the Status on a Correspondence Item
 

Mobile

View and Respond to a Correspondence Item (Mobile) - Field Worker
 

Web

Create a Correspondence Item
 
Respond to a Correspondence Item
 
Change the Status on a Correspondence Item
 

Mobile

View and Respond to a Correspondence Item (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - View and Respond to a Correspondence Item (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Correspondence Item
 
Respond to a Correspondence Item
 
Change the Status on a Correspondence Item
 

Mobile

View and Respond to a Correspondence Item (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Correspondence - Change the Status on a Correspondence Item

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - View and Respond to a Correspondence Item (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Correspondence Item
 
Respond to a Correspondence Item
 
Change the Status on a Correspondence Item
 

Mobile

View and Respond to a Correspondence Item (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Correspondence - Change the Status on a Correspondence Item

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - View and Respond to a Correspondence Item (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Correspondence Item
 
Respond to a Correspondence Item
 
Change the Status on a Correspondence Item
 

Mobile

View and Respond to a Correspondence Item (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - View and Respond to a Correspondence Item (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Correspondence Item
 
Respond to a Correspondence Item
 
Change the Status on a Correspondence Item
 

Mobile

View and Respond to a Correspondence Item (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - View and Respond to a Correspondence Item (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Correspondence Tool Permissions
 
Create a Correspondence Item
 
Respond to a Correspondence Item
 
Change the Status on a Correspondence Item
 

Mobile

View and Respond to a Correspondence Item (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - View and Respond to a Correspondence Item (Mobile)

 

Correspondence - Respond to a Correspondence Item

 

Correspondence - Create a Correspondence Item

 

Correspondence - Change the Status on a Correspondence Item

 

Correspondence - Add a Correspondence Type

 

Correspondence

The following table highlights which user permissions are required to perform the described user action.

icon-mindtouch-table-mobile.png: Denotes an action that is supported in Procore's iOS and/or Android mobile application. 

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Add a Related Item to a Correspondence Item     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Archive a Correspondence Item       icon-mindtouch-table-check.png
Change the Status of a Correspondence Item   icon-mindtouch-table-check.png+1 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Complete a Correspondence Item with DocuSign®       icon-mindtouch-table-check.png
Configure Advanced Settings: Correspondence       icon-mindtouch-table-check.png
Create a Correspondence Item   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create and Link a New Correspondence Item from a Correspondence Response   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create and Link an RFI, Change Event or a Different Correspondence Item to an Existing Correspondence Item   icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3 icon-mindtouch-table-check.png3
Customize the Column Display in the Correspondence Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Correspondence Item   icon-mindtouch-table-check.png+1 icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Export a Correspondence Item   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a List of Correspondence Items   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Generate a QR Code for a Correspondence Item   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Link a Correspondence Item on a Drawing   icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4
Perform Bulk Actions on Correspondence Items       icon-mindtouch-table-check.png
Respond to a Correspondence Item    icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Search, Sort and Filter Correspondences   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Correspondence Item   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png

1 Users with 'Read Only' level permissions and the necessary granular permissions on a correspondence type can perform this task for correspondence items that they created.

Users with 'Standard' level permissions on a correspondence type can perform this task for correspondence items that they created.

Users will need additional permissions depending on the new item's tool.

Users will need additional permissions on the project's Drawings tool.

Company Level

Admin Tool

The following table highlights which user permissions are required to perform the described user action.

Task None Read Only Standard Admin
Apply Configurable Fieldsets to Projects       icon-mindtouch-table-check.png
Create New Custom Fields       icon-mindtouch-table-check.png
Create New Configurable Fieldsets       icon-mindtouch-table-check.png
Create a New Correspondence Type       icon-mindtouch-table-check.png
Edit a Correspondence Type       icon-mindtouch-table-check.png
Edit Custom Fields       icon-mindtouch-table-check.png
Edit Configurable Fieldsets       icon-mindtouch-table-check.png
Remove Configurable Fieldsets from Projects       icon-mindtouch-table-check.png

Training Video

 

Below are the notable changes to the project's Correspondence tool. 

Recent Changes

Visual Updates to Correspondence Item Pages (10/08/2023)

Procore users now see a modernized design when viewing and editing correspondence items in the project's Correspondence tool. These updates enhance the appearance and layout of fields in the General, Related Items, Emails, Change History, and Permissions tabs. Additional updates to the Related Items and Emails tabs simplify the processes of adding related items and forwarding summary information about a correspondence item via email. See Correspondence: Visual Updates to Item Pages to learn more.

Orange Lock Icon Added to 'Super Private' Items in Correspondence List (24/01/2023)

Procore has added a new orange lock icon to items that were created using 'Super Private' correspondence types to the List and Archive tabs in the project's Correspondence tool.