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Procore

Archive a Correspondence Item

 Early Access
The following documents describe functionality that is currently not available in all accounts. Please contact your Procore Account Manager for more information.

Objective

To archive one or more correspondence items in the project's Correspondence tool.

Background

You can archive one or more correspondence items for safekeeping by using the 'Archive' functionality in the project's Correspondence tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' on the project's Correspondence tool.

Steps

  1. Navigate to the project's Correspondence tool.
  2. In the Items view, locate the correspondence in the list.
  3. Open the correspondence by either clicking the Number or Subject link. 
  4. Click the vertical ellipsis  and then click Archive.
    Correspondence_item_archive.png
  5. Click Confirm to confirm that you want to archive the item. 
    Clicking Confirm moves the Correspondence item to the Archive view from the List view.
  6. To view the archived correspondence item, click Archive.

See Also