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Email Documents (iOS)

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Objective

To email files and folder from the Documents tool on an iOS device.

Things to Consider

  • Required User Permissions:
    • Users with 'Standard' and 'Admin' level permissions for the Documents tab at the Company level can email files and folders.
    • Users with 'Standard' and 'Admin' level permissions for the Documents tab at the Project level can email project-specific files and folders.
  • These permission levels apply to both the Company and Project level Documents tab. (Note: permission levels are tool-specific. For example, you can have Read-only level permissions on the Company level Documents tab and 'Admin' level permissions on a Project level Documents tab. Please keep this in mind when you are looking to tasks at different levels.)
  • Files and folders that are emailed from Procore's Documents tabs are sent to recipients using a designated company-specific email address. (e.g. acme_company@apps.procore.com) However, the name of the sender (e.g. John Doe) will match the person who performed the email action in Procore.
  • Emails are marked as "private" by default, which means that only 'Admin' users and designated email recipients (and sender) will be able to view a record of the email under a file or folder's Email Log Report.
  • "Private" emails are ideal for documenting and saving sensitive email correspondences in Procore while maintaining privacy settings to ensure that the record of the sent files/folders remains hidden from other users on a project.
  • You can only email files/folders to contacts or distribution groups that exist in the directory in order to prevent documents from being shared with external users. At the Project level, you are restricted to users and groups that are defined in your Project level directory. Files and folders can be emailed to any user in the directory even if he/she has 'None' access on your project's Documents tab.
  • Email recipients can reply to the email directly from their inbox. Any attachments to the reply email will be included along with the body of the email message. Email replies will create new entries in the email's log.
  • Mobile: Supported on iOS and Android devices.

Steps

  1. Navigate to the project level Documents tool on your iOS device.
  2. Tap the file or folder you want to email.
  3. Tap the Share icon in the upper-right hand corner.
  4. Tap Email.

  5. Fill out the email form to specify who will be emailed the document(s).
    1. To:From the drop-down menu, select the user(s) or groups who will receive the document email.
    2. CC: (Optional) Use the CCfield to include other users and keep them informed. You (the person sending out the email) will automatically be CC'ed on the email to ensure that you will also receive an email if people reply to the email.
    3. Subject: Enter the subject of the email. 
    4. Optional Comments: Enter any additional comments.

 

 

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Last modified
10:24, 12 Aug 2016

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