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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