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Procore

Create a New Correspondence Type

 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 create a custom correspondence type.

Background

You can use the Correspondence 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 for not 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

  • Required User Permissions:
    • 'Admin' on the Company level Admin tool. 
  • Additional Information:
    • You can create up to 30 correspondence types per company.

Steps

Step 1: Create a Correspondence Type 

Every correspondence requires an associated correspondence type, you may create a new one if a suitable one does not already exist.

Click here to view the steps.  

  1. Navigate to the Company level Admin tool. 
  2. Under 'Tool Settings', click Correspondence.
  3. Click the Types tab.
  4. Click + Create.
  5. Complete the following information for the new correspondence type:
    • Field Name: Enter a name for the field.
    • Number prefix: Type a three-digit number prefix.
    • Select the Private by Default checkbox if you want all items that are created under this correspondence type to be private by default.
  6. Click Create.

    The new type is added to the Types page and the associated fieldset is added to the Fieldsets page. You have the option to edit the fieldset.

Back to Steps


Step 2(Optional): Update the Fieldset Settings

If the default fieldset is not suitable for your correspondence, you may want to update the fieldset to add or remove existing fields.

Click here to view the steps.  

Manage the settings for the fieldset by selecting one of the following options for each field:

  • Click on the toggle switch to the ON icon-toggle-on.png position to make the field visible in the section.
  • Click on the toggle switch to the OFF icon-toggle-off.png position to hide the field in the section.
  • Select the 'Required' checkbox to designate a field as required or optional.
    A selected checkbox icon-checkbox-marked.png indicates that users will be required to complete the field in the section.
    Note: If you are unable to click on an option, this indicates the field is a Procore default that cannot be modified.

Back to Steps


Step 3(Optional): Add a Custom Field to a Fieldset

If a field you want to add is not listed in the fieldset settings, you can add a custom field to the fieldset.

Click here to view the steps.  

  1. Optional:To add a custom field, click Add Custom Field and choose one of the following options:

    correspondence-add-custom-field-dropdown.png

    • Click Create New to create a new custom field and follow steps 5 and 6 in Create a Custom Field to Use in Correspondence Fieldsets
    • Click Choose From Existing and from the Add Custom Field dialog, click Add next to the field that you want to add.

      Note: You can add up to 10 custom fields to a fieldset.
  2. Click Save.
  3. Click Save again to save the fieldset without applying it to any projects.
    OR
    If you want to apply the fieldset to existing projects, click Assign Projects and do the following:
    1. Mark the checkboxes next to the projects you want to assign the fieldsets to.
      OR
      Click Select All to select all projects.
    2. Click Update.
    3. Click Confirm to confirm that you want to apply the fieldset to the selected projects.
      Note: Procore's default fieldsets in the selected projects will be replaced with the fieldset you configured.

Back to Steps


See Also