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Correspondence
Correspondence - Tutorials

Correspondence - Tutorials

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Getting Started
Configure Settings
Manage Correspondence Items

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Web
iOS
Android

Getting Started

Getting Started with the Correspondence Tool

Configure Settings

Apply Configurable Fieldsets to Projects
Configure Advanced Settings: Correspondence
Copy a Configurable Fieldset
Create Custom Sections
Create New Configurable Fieldsets
Create New Custom Fields
Delete Configurable Fieldsets
Edit Configurable Fieldsets
Remove Configurable Fieldsets from Projects

Manage Correspondence Items

Add a Multi-Tiered Location to an Item
Add a Related Item to a Correspondence Item
Archive a Correspondence Item
Change the Status of a Correspondence Item
Complete a Correspondence Item with DocuSign®
Create a Correspondence Item
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
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
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
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)

Create a Correspondence Item (Android)
Edit a Correspondence Item (Android)
Link a Correspondence Item on a Drawing (Android)
Respond to a Correspondence Item (Android)
Scan a Correspondence Item QR Code (Android)
Search and Filter Correspondences (Android)
View a Correspondence Item (Android)

Back to top
- Correspondence - Release Notes
- Add a Related Item to a Correspondence Item

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Article type

Tutorial List

Language

English-US

Stage

Published
Tags
1. correspondence
2. web

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