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Procore

Edit a Correspondence Item (iOS)

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Objective

To edit a correspondence item using the Procore app on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • To edit any correspondence item:
      • 'Admin' level permissions on the item's correspondence type.
    • To edit a correspondence item that you created:
      • 'Standard' level permissions on the item's correspondence type.
  • Additional Information:
    • If Procore was asked to enable the 'non-editable' setting at the company level, only 'Draft' correspondence items are editable. When viewing 'Open' or 'Closed' items, the 'Edit' button will not appear. 

Steps

  1. Navigate to the project's Correspondence tool using the Procore app on an iOS mobile device.
  2. Tap the correspondence item you want to edit.
  3. Tap Edit.
    Note: If you do not see 'Edit', the 'non-editable' setting is enabled at the company level, so only your 'Draft' correspondence items are editable. 
    edit-correspondence-ios.png
  4. Tap into a field to edit any relevant information.
    To learn about each field, see Create a Correspondence Item.
  5. Tap Save.

See Also