Create New Correspondence

Use the Correspondence tool to make project communications available to all project members.

The Correspondence tool provides rich text editing capabilities that allow you to format text, insert links, create bullet points or numbered lists, and more for enhanced clarity and emphasis.

To create correspondence:

1. In the Correspondence tool, click Create. The new window opens.

2. Define the correspondence type. The General Correspondence (GCOR) is the default.

3. Add a subject.

4. Select relevant project members, non-members, roles, or companies as recipients.

   Note: You can add non-members to communicate with stakeholders who don't have platform access but are integral to the project. When you add new non-members as recipients, they'll be saved to the Correspondence tool at the project level for future use.

   

   Tip: Project administrators can add new members to the project on this level. Click Invite new member to project and refer to Manage Project Members for more details.

5. Determine the privacy of this particular correspondence. Public is the default. Project administrators can change this setting in Advanced Settings.

6. Using the rich text editor, add your content.

7. Add attachments from either your computer or Project Files.

   Note: When uploading email files from the same email thread, upload them one at a time in separate uploads to preserve the correct chronological order of the conversation.

   

8. Add relevant references.

9. (Optional) Specify the status and due date.

   Tip: You can update the status and due date either from an individual correspondence page or within the table view.

10. Click Send.

Recipients will receive an email notification containing the correspondence details, content, and attachments. They can reply directly through email.