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Procore

Reply to an Email Using the Emails Tool

Objective

To reply to an email using the project's Emails tool. 

Background

In the project's Emails tool, you can use the 'Reply All' button to respond to the messages in the Emails - Inbox page. This sends a message to all of the recipients on the original message. You also have the option to add additional recipients while you are composing your reply. 

Things to Consider

  • Required User Permission:
    • 'Standard' or 'Admin' permissions on the project's Emails tool
      Note: Users with 'Standard' permissions can only view and reply to messages that are NOT marked 'Private' (see Mark an Email Message as Private). 
  • Additional Information:

Steps

  1. Navigate to the project's Emails tool.
  2. Click to highlight the desired message and click Reply All
    Note: The Make Private, Archive, and Delete buttons are only visible to users with 'Admin' level permission to the project's Emails tool. 



    The system reveals the Reply Form. 
  3. Complete the following data entry:
    • To. Start typing a name to search the Project Directory for a list of matching recipients (see Add a Person to the Project Directory). Then select the desired person, user, or distribution group.

    • Cc. Start typing a name to search the Project Directory for a list of matching carbon copy recipients (see Add a Person to the Project Directory). Then select the desired person, user, or distribution group.

    • Private. Mark this checkbox to set the new email to 'Private'. A private message can only be viewed by the user who created the message, users with 'Admin' level permission to the Emails tool, and Company Administrators.

    • Subject. Enter a subject line for your email message. 

    • Attachments. Click Attach File(s) or use a drag-and-drop operation to move files from your computer to the Drag-and-Drop File(s) area. 

    • Message. Type the body of your email message.




       
  4. Scroll to the bottom of the page. Then click Reply.
    The system sends your reply to the designated recipients. 

See Also

 

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