Implementation plan for correspondence in project management and field functions

Step Task description Help topic Training video(s) Application form
1 Review the correspondence settings in Settings () > Feature Settings > Correspondence. View   Form
2 Go to Projects and select the appropriate project in the Quick Select section.   Form
3 Select Correspondence Overview in the Correspondence section.  
4 View and add issues. View  
5 Send basic project emails using journals. View  
6 View, add, or email requests for information (RFI). View  
7 View, add, or email submittals. View