Edit a journal

Open the journal details

1. Go to Projects and select the appropriate project from the list.
2. On the Lead or Project Home page, select Journals in the Correspondence section.
3. On the Journals page, select a journal number from the list.

Edit the header information

1. Select Edit.
2. Enter of modify the information under the following sections as needed:
• General Information
• From
• Message
• References
• Closed Status
3. Select Save or Save & Close.

Add or edit respondents

• To add respondents, do the following:
  1. Select Import Company / Contact.
  2. Select the companies and contacts from the list.
  3. Select Add & Close.
• To edit the Order Number, Sent Date, or Responded Date fields only, do the following:
  1. In the Respondents section on the journal's read-only form, select Edit.
  2. Enter or modify the order number and the dates as needed.
  3. Select Save.
• To edit company details, such as the response or comments, do the following:
  1. In the Respondents section on the read-only form, select the company name from the list.
  2. In the Journal Respondent Details form, add or modify the date or response fields as needed.
  3. Select Save & Close.

Add CC recipients

You can add companies and contacts as CC recipients that will receive the email with the journal details. However, CC recipients are not able to respond online.

1. Select Import Company / Contact under the CC Recipients section.
2. Select the companies and contacts from the list.
3. Select Add & Close.

Upload or link additional files

You can upload or link files, such as images or PDF documents, that are relevant to the journal record.

• To upload files from your local drive, select one or more files from your drive and drag them to the Drag files here area within the Linked Files section.

  Alternatively, select Add to find and upload files from your local drive.

  Unsupported special characters in filenames are automatically replaced with underscores (_).
• To link existing files that have already been uploaded to Sage Construction Management, do the following under the Linked Files section:
  1. Select Link Existing and select one of the following options:
     • Drawings & Specs to link drawing log and specification files.
     • Photos to link photos.
     • All other records to link files from any other record types.
       The dropdown in the dialog lists only features with existing linked files.
  2. Optionally, select the Feature Name to filter the results, if applicable.
  3. Select one or more files from the list.
  4. Select Link & Close.
  You can only link existing files that were uploaded to records within the same project or lead.