Correspondence

What is it?

Management of official project correspondence: formal communications with subject, body, recipients, and attachments. Supports distribution lists and tracking of delivery and responses.

When to use it

For any formal communication that must be recorded as part of the project, such as instructions, notices, or transmittals — anything that should leave a documented trail.

Creating a correspondence

A correspondence is a formal message, so the essential information is its subject, the body with the content of the message, and the recipients — the people or distribution lists who should receive it. You can also add attachments such as documents, drawings, or any reference file.

What you can do

You can create official communications, address them to predefined distribution lists so they reach multiple recipients at once, and attach documents, drawings, or any file. Once sent, you can track each correspondence through its status — sent, received, and responded.

How to use it

1. Go to Project Hub → Correspondence.
2. Click "New Correspondence" and fill in the subject, body, and recipients.
3. Use a distribution list to address multiple recipients at once, and attach any documents.
4. Send it and follow the delivery and response status in the Tracking view.