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Procore

Forward an Email Using the Emails Tool

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Objective

To forward an email using the project's Emails tool. 

Background

In the project's Emails tool, you can forward emails to users in the Directory. This sends a copy of the message to all recipients in the "To" field. 

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' permissions on the project's Emails tool. 
      Note: Users with 'Standard' level permission can only view and reply to messages that are not marked Private. See Mark an Email Message as Private.

Steps

  1. Navigate to the project's Emails tool.
  2. Click the email you want to forward.
  3. Click Forward. 
    forward-email.png
  4. Complete the following data entry:

    • To. Start typing a name to search the Project Directory for a list of matching recipients. 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 carbon copy recipients. See Add a User Account to the Project Directory. Then select the user or distribution group.

    • Private. Mark this checkbox 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 Company Administrators.

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

    • Attachments. 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. Type the body of your email message.

  5. Click Send.
    The system sends your reply to the designated recipients.