Create New Correspondence
Use the Correspondence tool to help make project communications available to all project members.
The Correspondence tool allows you to create correspondence with rich text editing capabilities for enhanced clarity and emphasis.
The rich text editing features enable you to format text, insert links, create bullet points or numbered lists, and more.
- Click Create.
- Define the correspondence type.
- Add a subject.
- Select relevant project members, non-members, roles, or companies as recipients.
- Using the rich text editor, add your content.
- Add attachments from either your computer or Project Files.
- Add relevant references.
- (Optional) Specify the status and due date.
- (Optional) Mark the correspondence as private.
You can update the status and due date either from an individual correspondence page or within the table view.
When creating correspondence or replying, an email notification with all the correspondence details, content, and attachments will be sent to the relevant recipients, with an option to reply by email.
Adding non-members allows you to communicate with stakeholders who might not have access to the platform but are still an integral part of the project's progress and communication. While creating or replying from the system, you can add new non-members to the message recipients list. These non-members will be added to the Correspondence tool at the project level and will be available for you on the next creation or reply.