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Edit a Correspondence Type

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Objective

To edit a correspondence type in the company's Admin tool.

Background

You can edit a correspondence type that you have created in the Admin tool.

 Important
The Correspondence tool will not display for any projects on the project level until a correspondence type has been created and at least 1 correspondence type has been applied to a project.

Things to Consider

Steps

  1. Navigate to the Company level Admin tool. 
  2. Under 'Tool Settings', click Correspondence.
  3. Under the Types tab, click Edit to the left of the correspondence type you want to edit.
  4. Update the desired fields for the correspondence type and click Save.

See Also

Create a New Correspondence Type