Project Management Deep Dive

Enhance Processes and Information Flow with Correspondence

Take a look at Procore's Correspondence tool and learn how to configure multiple field sets, define project assignments, distribution groups, and more. Max and Delia will walk you through some of the basics of setting up your Correspondence tool, and then get into some best practices and tips for using Correspondence during your Bidding process. 

What's Covered in this Training:

• Creating Correspondence Type at company level - canned & custom Correspondence types.

• Assigning Correspondence Types to Projects

• Updating Permission Templates & Creating Project Level Distribution groups

• How you can create an RFI & CE right from a Correspondence

• Difference between Correspondence Tool and Bidding Correspondence