The Project Management section of the User Guide contains the following topics:
Create a Project | Daily Log/Site Diary | General Correspondence
Meeting Minutes | Project Admin | Purchase Order | Request for Information (RFI)
Scheduling | Smart Emails | Instruction Videos
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General Correspondence - Video
General Correspondence - Create a General Correspondence notice
To create a General Correspondence notice, follow the steps below.
Navigate to your Management module and click on the General Correspondence notice tool to access the General Correspondence register.
Click the “CREATE” button to start completing your notice information.
First, type into the “To” field to search for the contact you would like to address the notice to.
You can then type into the “Cc” field to include any other related contacts in the notice and all related correspondence (e.g. project team members).
If the contact you are searching for isn’t in your address book, click the “ADD NEW CONTACT” button to add them.
Note: You can search for anyone in your address book by contact name, email address, company name or tag. Contacts do not require a Webuild account to view, download or respond to your notice.
Add the title of your notice, a description of the General Correspondence and the related cost details.
Click the small floating paperclip button to reveal the attachment options for your notice.
After adding all related information to your notice, click the “DONE” button on the top right-hand side of your screen to reveal the below options:
After sending a General Correspondence notice, each contact receives an email notification.
Recipients can click the “Download Notice” button to download the General Correspondence notice pdf and any related attachments or click “View Details” button to view the General Correspondence notice and related files via the interface.
A record of the General Correspondence notice is added to your project’s General Correspondence register with all related information, including a date/time stamp for download activity.
Example of a General Correspondence Notice
General Correspondence - Edit a General Correspondence notice
To Edit a General Correspondence notice, follow the steps below.
Navigate to your Management module and click on the General Correspondence notice tool to access the General Correspondence register.
Click the overflow button on the right-hand side of a General Correspondence notice block and select “Edit” from the menu.
Add or remove contacts into the “To” field or Cc fields to adjust the recipients of the General Correspondence notice.
If the contact you are searching for isn’t in your address book, click the “ADD NEW CONTACT” button to add them.
Note: You can search for anyone in your address book by contact name, email address, company name or tag. Contacts do not require a Webuild account to view, download or respond to your notice.
Edit the title or description of the General Correspondence.
To add an attachment, click the small floating paperclip button to reveal the attachment options for your notice.
To remove an attachment, scroll down to the bottom of the notice and click the “trash” icon, located on the bottom-right of each attachment.
After adding all related information to your notice, click the “DONE” button on the top right-hand side of your screen to reveal the below options:
After sending a General Correspondence notice, each contact receives an email notification.
Recipients can click the “Download Notice” button to download the General Correspondence notice pdf and any related attachments or click “View Details” button to view the General Correspondence notice and related files via the interface.
The existing record of the General Correspondence notice is updated in your project’s General Correspondence register with all related information, including a date/time stamp for download activity.
Example: General Correspondence notice pdf file
All recipients can ask any questions by replying directly to the email notification. The sender and all other recipients will receive the related updates via email.
General Correspondence notice senders and recipients can also send messages via the notice’s “COMMENTS” tab when viewing the notice online.
All replies to General Correspondence notice emails and messages will also be logged in the “COMMENTS” tab of the General Correspondence notice in the interface.
Note: Recipients that are not a part of your organisation will only be able to view and access the notices that relate to them.
General Correspondence - Export a General Correspondence
To export a General Correspondence notice from your register, follow the steps below.
Navigate to your Management module and click on the General Correspondence notice tool to access the General Correspondence register.
Click the overflow button on the right-hand side of a General Correspondence notice block and select “Export” from the menu.
Note: to select multiple General Correspondence notices, hover over the notice and click the checkbox on the left-hand side of the notice title.
Example: General Correspondence notice pdf file
If you have any questions about General Correspondence notices, shoot us an email at [email protected] and our customer success team will be in touch.
Correspondence - Share a General Correspondence notice
Navigate to your Management module and click on the General Correspondence notice tool to access the General Correspondence register.
Click the overflow button on the right-hand side a General Correspondence notice block and select “Share” from the menu.
Note: To select multiple General Correspondence notices to share, hover over the notice and click the checkbox on the left-hand side of the notice title.
Add one or more contacts you would like to share your selected notices with by typing into the search field and selecting them from the list.
If the contact you are searching for isn’t in your address book, click the “ADD NEW CONTACT” button to add them.
Note: You can search for anyone in your address book by contact name, email address, company name or tag. Contacts do not require a WeBuild account to view or download shared notices.
After sharing a General Correspondence notice, each contact receives an email notification like the one in the example below.
Recipients can click the “Download Notice” button to download the General Correspondence notice pdf and any related attachments.
Example: General Correspondence notice pdf file
General Correspondence - Duplicate a General Correspondence notice
To duplicate a General Correspondence notice, follow the steps below.
Navigate to your Management module and click on the General Correspondence notice tool to access the General Correspondence register.
Click the overflow button on the right-hand side a General Correspondence notice block and select “Duplicate” from the menu.
First, type into the “To” field to search for the contact you would like to address the General Correspondence notice to.
You can then type into the “Cc” field to include any other related contacts in the notice and all related correspondence (e.g. project team members).
If the contact you are searching for isn’t in your address book, click the “ADD NEW CONTACT” button to add them.
Note: You can search for anyone in your address book by contact name, email address, company name or tag. Contacts do not require a WeBuild account to view, download or respond to your notice.
Edit the title or description of the General Correspondence.
To add an attachment, click the small floating paperclip button to reveal the attachment options for your notice.
To remove an attachment, scroll down to the bottom of the notice and click the “trash” icon, located on the bottom-right of each attachment.
After adding all related information to your notice, click the “DONE” button on the top right-hand side of your screen to reveal the below options:
After sending a General Correspondence notice, each contact receives an email notification like the one in the example below.
Recipients can click the “Download Notice” button to download the General Correspondence notice pdf and any related attachments or click “View Details” button to view the General Correspondence notice and related files via the interface.
A record of the General Correspondence notice is added to your project’s General Correspondence register with all related information, including a date/time stamp for download activity.
Example: General Correspondence notice pdf file
All recipients can ask any questions by replying directly to the email notification. The sender and all other recipients will receive the related updates via email.
General Correspondence notice senders and recipients can also send messages via the notice’s “COMMENTS” tab when viewing the notice online.
All replies to General Correspondence notice emails and messages will also be logged in the “COMMENTS” tab of the General Correspondence notice in the interface.
Note: Recipients that are not a part of your organisation will only be able to view and access the notices that relate to them.
General Correspondence - Remove a General Correspondence notice
To remove a General Correspondence notice, follow the steps below.
Navigate to your Management module and click on the General Correspondence notice tool to access the General Correspondence register.
Click the overflow button on the right-hand side a General Correspondence notice block and select “Remove” from the menu.
Click the “OK” button to remove your selected notices.
Note: To select multiple General Correspondence notices to remove, hover over the notice and click the checkbox on the left-hand side of the notice title.
General Correspondence - Export a General Correspondence register report
To export a General Correspondence register report, follow the steps below.
Navigate to your Management module and click on the General Correspondence notice tool to access the General Correspondence register.
Select the General Correspondence notices you would like to include in your Summary Report by hovering over each notice and clicking the checkbox on the left-hand of each notice title.
Click on the “SUMMARY” button on the floating toolbar to export a report of your General Correspondence register.
Example: General Correspondence register report pdf file
