Correspondence -- General Contractor

Correspondence -- General Contractor

Send custom correspondences to collaborators, and use configurable templates for correspondence types.

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About this course

The Correspondence tool enables you to send custom correspondences to collaborators, such as subcontractors, contractors, and clients. The tool provides configurable templates for formal and informal correspondence types that can be sent from one party to another. An example of such a correspondence type is Extension of Time.

  • Create custom correspondence types for different business processes
  • Create and edit fieldsets that can be assigned to correspondence types
  • Create custom fields and assign them to one or more fieldsets
  • Assign a custom correspondence type to one or more projects
  • Create a general correspondence

Curriculum27 min

  • Intro
  • The Value of the Correspondence Tool 10 min
  • Setting up the Correspondence Tool
  • Add a Correspondence Type 3 min
  • Using the Correspondence Tool
  • Create a Correspondence Item 2 min
  • Respond to a Correspondence Item 1 min
  • Change the Status on a Correspondence Item 1 min
  • Review & Resources
  • Correspondence Resources & Review 10 min
  • Conclusion

About this course

The Correspondence tool enables you to send custom correspondences to collaborators, such as subcontractors, contractors, and clients. The tool provides configurable templates for formal and informal correspondence types that can be sent from one party to another. An example of such a correspondence type is Extension of Time.

  • Create custom correspondence types for different business processes
  • Create and edit fieldsets that can be assigned to correspondence types
  • Create custom fields and assign them to one or more fieldsets
  • Assign a custom correspondence type to one or more projects
  • Create a general correspondence

Curriculum27 min

  • Intro
  • The Value of the Correspondence Tool 10 min
  • Setting up the Correspondence Tool
  • Add a Correspondence Type 3 min
  • Using the Correspondence Tool
  • Create a Correspondence Item 2 min
  • Respond to a Correspondence Item 1 min
  • Change the Status on a Correspondence Item 1 min
  • Review & Resources
  • Correspondence Resources & Review 10 min
  • Conclusion

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