Skip to main content
Procore

View a Correspondence Item

Also available on  icon-apple-logo.png  icon-android-logo.png

Objective

To view a correspondence item.

Things to Consider

  • Required User Permissions:
    • To view a correspondence item not marked as 'Private':
      • 'Read Only' level permissions or higher on the correspondence type.
 Tip
Users may require specific roles on a correspondence item (or granular permissions) to view the item depending on the item's status and privacy settings.

What user roles can view which types of correspondence items? Show/Hide  

In the table below, the icon-mindtouch-table-check.png icon indicates which user roles can view a correspondence item based on its status and privacy settings, and the icon-delete-x.png icon indicates which user roles cannot view a correspondence item based on its status and privacy settings.
User Role Correspondence Item Settings
Draft Draft and 'Private' Draft and 'Super Private' Open Open 'Private' Open and 'Super Private' Closed Closed and 'Private' Closed and 'Super Private'
Creator icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Assignee icon-delete-x.png icon-delete-x.png icon-delete-x.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Distribution List Member icon-delete-x.png icon-delete-x.png icon-delete-x.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Received From icon-delete-x.png icon-delete-x.png icon-delete-x.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
No Role icon-delete-x.png icon-delete-x.png icon-delete-x.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1
Correspondence Type Admin icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-delete-x.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png 2

 Users with the 'View Private Items Accessible to Users within Same Company' granular permission enabled on their permissions template can view 'Open' or 'Closed' correspondence item marked 'Private' or 'Super Private' if another user in their company (including them) is the correspondence item's creator, an Assignee, a Distribution List member, or added in the Received From field on the item.

 Users with 'Admin' level permissions on the correspondence type can view 'Super Private' correspondence items ('Open' or 'Closed') if they are (or another user in their company is) the correspondence item's creator, an Assignee, a Distribution List member, or added in the Received From field on the item.

Steps

  1. Navigate to the project's Correspondence tool.
  2. Click the Number or Subject link for the correspondence item you want to view.
  3. Click the tab with the information you want to view:
    • General: This tab includes the correspondence item's General InformationLinks, and Activity sections.
    • Related Items: This tab lets you view or add related items and notes to the correspondence item. See Add a Related Item to a Correspondence Item.
    • Emails: This tab is where you can forward a summary of the correspondence item by email and where you can view any emails sent directly to the correspondence item using its unique email address (procore-1234abcd1234abcd1234abcd@procoretech.com, for example).
    • Change History: This tab includes a summary of all of the changes made to the correspondence item throughout its lifecycle. Only users with 'Admin' level permissions on the correspondence type can access this tab.
    • Permissions: When the correspondence item is marked as 'Private', this tab includes a list of the users (along with their associated company) that have access to the correspondence item.