Export a List of Correspondence Items
Objective
To export the whole list of correspondence items to PDF or CSV file format.
Things to Consider
- Required User Permissions:
- To export correspondences that are not marked as Private, 'Read Only' level permissions or higher on the project's Correspondence tool.
- To export correspondences (Private and Not Private), 'Admin' level permissions on the project's Correspondence tool.
Note
- Reach out to your Procore point of contact if you want for Private correspondence items to be hidden from users with 'Admin' level permissions at the company or project level, ensuring they will not have the ability to view or respond to private items unless they are specifically included on the correspondence item. (If your company is based in Australia or New Zealand, this additional level of privacy will be enabled by default).
- You can always see who has permissions to private items via the 'Permissions' tab when viewing a correspondence item.
Steps
- Navigate to the project's Correspondence tool.
- Click the Export button and select PDF or CSV file format.
- PDF export opens in a separate tab in your web browser.
- CSV export downloads onto your computer.
Export all correspondence items in the list