Implementation Plan - Project Management and Field Functions - 02 - Correspondence
02.1 Popular Correspondence Settings and Features
Step | Task Description | Help Topic | Training Video(s) | Application Form |
1 | Review Correspondence Settings in Settings (gear icon) | Feature Settings | Correspondence | View | View | Form |
2 | Click the 'Projects' icon in the left navigation pane then select the current project in the 'Quick Select' section. This will then redirect and show the 'Current Project Home' page. | Form | ||
3 | Click the 'Correspondence' link in the 'Quick Links' tab under the 'Project Management and Field Staff' section. | |||
4 | View/Add Issues | View | View | |
5 | Sending Basic Project Emails using Journals | View | View | |
6 | View/Add/Email Request For Information (RFI) | View | View | |
7 | View/Add/Email Submittals | View | View |
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