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Step
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Task Description
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Help Topic
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Training Video(s)
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Application Form
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1
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Review Correspondence Settings in Settings (gear icon) | Feature Settings | Correspondence
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View
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Form
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2
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Click the 'Projects' icon in the left navigation pane then select the current project in the 'Quick Select' section. This will then redirect and
show the 'Current Project Home' page.
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Form
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3
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Click the 'Correspondence' link in the 'Quick Links' tab under the 'Project Management and Field Staff' section.
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4
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View/Add Issues
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View
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5
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Sending Basic Project Emails using Journals
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View
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6
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View/Add/Email Request For Information (RFI)
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View
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7
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View/Add/Email Submittals
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View
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