Implementation plan - Project management and field functions - Drawings and specifications

Use this implementation plan to review, set up, and use correspondence features in project management and field functions to manage issues, emails, RFIs, and submittals.

Correspondence

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	On the Project Home page, 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