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Procore

Email Specifications

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Objective

To email a project's specifications to another user using Procore.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the project's Specifications tool.
  • Additional Information:
    • You can only email specifications to users who are listed in your project's directory.
    • If you want to email specifications to a user that is not listed in the project directory, you must download the specifications to your local computer and use your own email client to send the file(s). See Download Specifications.

Steps

Email a Single Specification

  1. Navigate to the project's Specifications tool.
  2. Mark the checkbox next to the spec section or click Info next to the specification you want to email.
  3. Click the Email button in the right pane.
  4. Start typing in the "To" field and select your email recipients.
  5. Optional: Add other users who should be aware of this email transaction to the "CC" list. 
    Note: As the sender, your name is automatically included in the CC list.
  6. Change the Title if needed. By default, the subject of the email is automatically populated with "FW: Specifications: Specification Section Revisions." 
  7. Attach any other relevant files from your computer or from your project's Documents tool. 
  8. Include a message in your email.
  9. Click Send. 

Email Multiple Specifications

  1. Navigate to the project's Specifications tool.
  2. Choose one of these options:
    • To send multiple spec sections, mark the checkboxes to the left of the desired section(s).
    • To select all of the spec sections within a division, mark the checkbox next to a division.
    • To select all of the specs within the set, mark the checkbox in the table's header.
  3. Click the Email button in the right pane.
  4. Start typing in the "To" field and select your email recipients.
  5. Optional: Add other users who should be aware of this email transaction to the "CC" list. 
    Note: As the sender, your name is automatically included in the CC list.
  6. Change the Title if needed. By default, the subject of the email is automatically populated with "FW: Specifications: Specification Section Revisions." 
  7. Attach any other relevant files from your computer or from the project's Documents tool. 
  8. Include a message in your email.
  9. Click Send.