ℹ️ The Correspondence product is used to send formal written communication to other project participants. Correspondence provides a record of one-way communication between the parties and can include supporting documents
Create a new Correspondence
To create a Correspondence, click “New Correspondence”.
Complete the Correspondence form
Complete the required fields with the relevant information for the Correspondence.
If required, attach supporting documents by clicking "Upload" or by dragging files into the upload area. When you are ready, click “Send”.
Review the Correspondence
Before issuing the Correspondence, review the recipients and preview the generated document to ensure that all the details are correct. If changes are required, click “Cancel” to return to the Correspondence and make the necessary changes.
Issue the Correspondence
Once you have confirmed that the Correspondence details and recipients are correct, click “Send” to issue the Correspondence.
After the Correspondence has been issued:
the Correspondence is recorded against the selected contract
the generated document is available as part of the Correspondence record
recipients are notified according to their notification preferences
authorized users can view the Correspondence