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Procore

Create a New Correspondence Type

Objective

To create a custom correspondence type.

Background

You can use the Company level Admin tool to create correspondence types to manage common correspondence business practices such as instructions, extensions of time, and general correspondence within Procore.

 Important
The Correspondence tool will not display on a project until at least one correspondence type has been created and a fieldset for at least one correspondence type has been applied to the project.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool.

Steps

  1. Navigate to the Company level Admin tool. 
  2. Under 'Tool Settings', click Correspondence.
  3. Click the Types tab.
  4. Click + Create.
  5. In the 'Add Correspondence Type' window, select the Make New Custom Type button. (See Add a Template Correspondence Type for information about the Start from Template option.)
  6. Complete the following information for the new correspondence type:
    • Name: Enter a name for the correspondence type.
       Tip
      Based on the text you enter in the Name field, the system suggests similarly named template correspondence types that have not yet been added to your company's Procore account. You can select the button for a template correspondence type to finish populating the Name field and to automatically populate the Number Prefix field.
    • Number Prefix (Optional): Enter an alphanumeric prefix (up to 10 characters long) for the correspondence type.
    • Optional: Mark the Items are private by default checkbox if you want all items that are created under this correspondence type to be private by default.
    • Optional: Mark the Send an email notification when items are closed checkbox if you want email notifications to be sent when items created with this correspondence type are closed.
  7. Click Add.
    The new correspondence type is created and a banner stating "The template was successfully added." appears. You are then redirected to the 'Edit Fieldset' page for the new correspondence type where you can update the fieldset and apply it to one or more projects (which will allow you to start creating and viewing correspondence items with the new correspondence type on those projects). See Create New Configurable Fieldsets.
     Tip

See Also