Correspondence
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The Correspondence tool enables you to send custom correspondences to collaborators, such as subcontractors, contractors, and clients. The tool provides configurable templates for formal and informal correspondence types that can be sent from one party to another. An example of such a correspondence type is Extension of Time.
- Create custom correspondence types for different business processes
- Create and edit fieldsets that can be assigned to correspondence types
- Create custom fields and assign them to one or more fieldsets
- Assign a custom correspondence type to one or more projects
- Create a general correspondence
Popular Tutorials (view all)
Top FAQ (view all)
- What are configurable fieldsets and which Procore tools support them?
- What's the difference between a job, a parent job, and a sub job?
- Which Procore tools support granular permissions?
- What are multi-tiered locations?
- Can I provide users with 'Read Only' level permissions with limited access to update information in Procore?
There are no items that match your search query.
- Add a Multi-Tiered Location to an Item
- Add a Related Item to a Correspondence Item
- Apply Configurable Fieldsets to Projects
- Archive a Correspondence Item
- Change the Status of a Correspondence Item
- Complete a Correspondence Item with DocuSign®
- Configure Advanced Settings: Correspondence
- Configure a Workflow Template on a Project
- Copy a Configurable Fieldset
- Create Custom Sections
- Create New Configurable Fieldsets
- Create New Custom Fields
- Create a Correspondence Item
- Create a Workflow Template
- Create and Link a New Correspondence Item from a Correspondence Response
- Create and Link an RFI, Change Event, or a Different Correspondence Item to an Existing Correspondence Item
- Customize the Column Display in the Correspondence Tool
- Delete Configurable Fieldsets
- Edit Configurable Fieldsets
- Edit a Correspondence Item
- Export a Correspondence Item
- Export a List of Correspondence Items
- Forward a Correspondence Item by Email
- Generate a QR Code for a Correspondence Item
- Getting Started with the Correspondence Tool
- Link a Correspondence Item on a Drawing
- Link an Origin Correspondence Item or Origin RFI to an Existing Correspondence Item
- Manage Custom Statuses for Correspondence Types
- Perform Bulk Actions on Correspondence Items
- Remove Configurable Fieldsets from Projects
- Respond to a Correspondence Item
- Search, Sort, and Filter Correspondences
- View a Correspondence Item
- Create Items from Photos (iOS)
- Create a Correspondence Item (iOS)
- Edit a Correspondence Item (iOS)
- Link a Correspondence Item on a Drawing (iOS)
- Respond to a Correspondence Item (iOS)
- Scan a Correspondence Item QR Code (iOS)
- Scan a QR Code to View an Item (iOS)
- Search and Filter Correspondences (iOS)
- View a Correspondence Item (iOS)
Tip
To browse and search all Procore training videos, visit our video library.
Web
Correspondence Tool Permissions
Create a Correspondence Item
Respond to a Correspondence Item
Change the Status on a Correspondence Item
Mobile
View and Respond to a Correspondence Item (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Field Worker - View and Respond to a Correspondence Item (Mobile)
Correspondence - Respond to a Correspondence Item
Correspondence - Create a Correspondence Item
Correspondence - Change the Status on a Correspondence Item
Correspondence - Add a Correspondence Type
Web
Create a Correspondence Item
Respond to a Correspondence Item
Change the Status on a Correspondence Item
Mobile
View and Respond to a Correspondence Item (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Field Worker - View and Respond to a Correspondence Item (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Create a Correspondence Item
Respond to a Correspondence Item
Change the Status on a Correspondence Item
Mobile
View and Respond to a Correspondence Item (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Field Worker - View and Respond to a Correspondence Item (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Create a Correspondence Item
Respond to a Correspondence Item
Change the Status on a Correspondence Item
Mobile
View and Respond to a Correspondence Item (Mobile) - Field Worker
Web
Create a Correspondence Item
Respond to a Correspondence Item
Change the Status on a Correspondence Item
Mobile
View and Respond to a Correspondence Item (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Field Worker - View and Respond to a Correspondence Item (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Create a Correspondence Item
Respond to a Correspondence Item
Change the Status on a Correspondence Item
Mobile
View and Respond to a Correspondence Item (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Correspondence - Change the Status on a Correspondence Item
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Field Worker - View and Respond to a Correspondence Item (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Create a Correspondence Item
Respond to a Correspondence Item
Change the Status on a Correspondence Item
Mobile
View and Respond to a Correspondence Item (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Correspondence - Change the Status on a Correspondence Item
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Field Worker - View and Respond to a Correspondence Item (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Create a Correspondence Item
Respond to a Correspondence Item
Change the Status on a Correspondence Item
Mobile
View and Respond to a Correspondence Item (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Field Worker - View and Respond to a Correspondence Item (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Create a Correspondence Item
Respond to a Correspondence Item
Change the Status on a Correspondence Item
Mobile
View and Respond to a Correspondence Item (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Field Worker - View and Respond to a Correspondence Item (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Correspondence Tool Permissions
Create a Correspondence Item
Respond to a Correspondence Item
Change the Status on a Correspondence Item
Mobile
View and Respond to a Correspondence Item (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Field Worker - View and Respond to a Correspondence Item (Mobile)
Correspondence - Respond to a Correspondence Item
Correspondence - Create a Correspondence Item
Correspondence - Change the Status on a Correspondence Item
Correspondence - Add a Correspondence Type
- Can I export a correspondence if it is set to private?
- Can I provide users with 'Read Only' level permissions with limited access to update information in Procore?
- Can a private correspondence be made public?
- How can I check who has permissions to see a specific correspondence?
- How can I check who has permissions to see a type of correspondence?
- How do I configure privacy settings for a correspondence item?
- How do I set up permissions for a correspondence type?
- If a user doesn’t have permissions to view a specific correspondence type, can they see that correspondence type in their Project Overview dashboard?
- What are "related items" in Procore?
- What are Super Private correspondence types?
- What are configurable fieldsets and which Procore tools support them?
- What are custom sections and which Procore tools support them?
- What are multi-tiered locations?
- What are the default fieldset configurations for Procore's template correspondence types?
- What file types and formats are supported in the Unified Attachment Viewer?
- What granular permissions are available for the project's Correspondence tool?
- What is the Correspondence tool?
- What types of correspondences can be created with the Correspondence tool?
- What's the difference between a job, a parent job, and a sub job?
- Which Procore project tools support the DocuSign® integration?
- Which Procore tools let me view digital image attachments in a map view?
- Which Procore tools support granular permissions?
- Which fields in the Correspondence tool can be configured as required, optional, or hidden?
- Who receives correspondence item emails and push notifications?
Correspondence
Learn which user permissions are required to take the described actions in this tool.
Important
Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.
PERMISSIONS
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the project's Correspondence tool?
Action | None | Read Only | Standard | Admin | Notes |
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Add a Related Item to a Correspondence Item |
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Standard users can perform this task for correspondence items that they created. | ||
Archive a Correspondence Item |
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Change the Status of a Correspondence Item You Created |
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Users with 'Read Only' level permissions need 'Create Item' granular permissions to change the status of a 'Draft' item that they created. Users with 'Read Only' level permissions need 'Edit Open Items They Create' granular permissions to change the status of an 'Open' item that they created. |
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Change the Status of a Correspondence Item Someone Else Created Web |
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Complete a Correspondence Item with DocuSign® |
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Admin permissions needed on the correspondence type for which you want to initiate, download, or withdraw a DocuSign®. | |||
Configure Advanced Settings: Correspondence |
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Create a Correspondence Item |
+ Create Item |
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On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished. | |
Create and Link a New Correspondence Item from a Correspondence Response |
+ Create Item |
+ Create Item |
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These are the permission levels needed on the correspondence type used to create the new item. | |
Create and Link an RFI to an Existing Correspondence Item Web |
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All levels need additional permissions in the project's RFI tool: Create and link a 'Draft' RFI: |
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Create and Link a Change Event to an Existing Correspondence Item Web |
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All levels need additional permissions: 'Standard' level permissions or higher in the project's Change Events tool. |
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Create and Link a Correspondence Item to an Existing Correspondence Item Web |
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All levels need additional permissions in the new item's correspondence type: 'Read Only' level permissions on the new item's correspondence type with the 'Create Item' granular permissions enabled on your permissions template. OR 'Standard' level permissions or higher on the new item's correspondence type. |
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Customize the Column Display in the Correspondence Tool Web |
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Edit a Correspondence Item You Created
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+Create Item (for 'Draft' Items) OR + Edit Open Items They Created (for 'Open' Items) |
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Shows permissions needed on the item's correspondence type.
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Edit a Correspondence Item Someone Else Created |
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Shows permissions needed on the item's correspondence type. On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished. |
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Export a Correspondence Item Web |
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User needs access to a correspondence item for this task. See View a Correspondence Item. | |
Export a List of Correspondence Items Web |
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Learn about Super Private to explore more restrictions on Admin level permissions. | |
Generate a QR Code for a Correspondence Item Web |
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User needs access to a correspondence item for this task. See View a Correspondence Item. | |
Link a Correspondence Item on your personal layer on a drawing Web |
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All levels need additional permissions: |
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Link a Correspondence Item and publish the markups to the drawing Web |
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Additional permissions needed in Drawings tool: |
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Perform Bulk Actions on Correspondence Items Web |
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Respond to a Correspondence Item |
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On a mobile device, this action can be performed offline. Tasks performed offline sync with Procore when a network connection is reestablished. * In addition to this granular permission, users must be the item's creator or added to the item's 'Assignee' field, 'Received From' field, or 'Distribution' list. **In addition to this granular permission, users must be associated with the same company as the item's creator or added to the item's 'Assignee' field, 'Received From' field, or 'Distribution' list. |
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Access Workflow information and actions |
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To learn more about the Workflows tool see About the Workflows. | |
Scan a Correspondence Item QR Code iOS Android |
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User needs access to the correspondence item for this task. See View a Correspondence Item. | |
Search, Sort, and Filter Correspondences |
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Users can perform these actions for each correspondence type they have read-only or higher permissions for. On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. Tasks performed offline sync with Procore when a network connection is reestablished. |
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View a Correspondence Item | ![]()
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Users may need specific roles or granular permissions to view an item depending on the item's status and privacy setting. Expand the Tip box on View a Correspondence Item to learn more. |
Company Level
Admin Tool
The following table highlights which user permissions are required to perform the described user action.
Training Video
Below are the notable changes to the project's Correspondence tool.
Recent Changes
enhancements to custom statuses in Correspondence (06/25/2024)
Procore users have two new custom status mapping options for correspondence items: ‘Closed - Unsuccessful’ and ‘Closed - Successful’. Both options close an item, but 'Closed - Successful' results in a green status and 'Closed - Unsuccessful' in red to show that the issue was not approved or completed. Two separate categories for closed items allows for more detailed reporting.
In addition, users utilizing the Workflows tool can now associate a Correspondence custom status to a workflow step’s Item Status. For example, custom statuses mapped to ‘Closed - Successful’ will be available for successful End Steps and custom statuses mapped to ‘Closed - Unsuccessful’ will be available for unsuccessful End Steps. This improves progress tracking by allowing more accuracy in associating statuses with workflow steps.
custom statuses used in Correspondence items and workflows cannot be deleted (06/25/2024)
To preserve data integrity, custom statuses that are used in a correspondence item or a correspondence workflow cannot be deleted. See Manage Custom Statuses for Correspondence Types.
Linking Items is Now separate from Correspondence Fieldset (06/17/2024)
The Correspondence tool has a new way of linking an origin correspondence and origin RFI to a correspondence item. Instead of of adding them while creating an item, Procore's new Link button helps users select the correct origin items. The origin items then show up in the Links section of the correspondence item. This centralizes all linking and improves the user experience. See Link an Origin Correspondence Item or Origin RFI to an Existing Correspondence Item.
Creating and linking new correspondence, RFI, or change events to a correspondence item still works the same and can also be accessed via the new Link button. See Create and Link an RFI, Change Event, or a Different Correspondence Item to an Existing Correspondence Item.
'Closed' status prevents responses (05/03/2024)
Procore users can no longer add responses to correspondence items with a 'Closed' status or a custom status that is mapped to 'Closed'. This reduces the possibility of missed information.
Correspondence Tool included in Procore starter packs (04/22/2024)
The Correspondence tool is now part of Procore's Starter packs for new and existing customers! Correspondence starter pack customers can create 10 correspondence types from our pre-built templates. See Create a New Correspondence Type, and reach out to your Procore point of contact to learn more.
Visual Updates to Correspondence Item Pages (08/10/2023)
Procore users now see a modernized design when viewing and editing correspondence items in the project's Correspondence tool. These updates enhance the appearance and layout of fields in the General, Related Items, Emails, Change History, and Permissions tabs. Additional updates to the Related Items and Emails tabs simplify the processes of adding related items and forwarding summary information about a correspondence item via email. See Correspondence: Visual Updates to Item Pages to learn more.
Orange Lock Icon Added to 'Super Private' Items in Correspondence List (01/24/2023)
Procore has added a new orange lock icon to items that were created using 'Super Private' correspondence types to the List and Archive tabs in the project's Correspondence tool.