Duplicate a General Correspondence notice

To duplicate a General Correspondence notice, follow the steps below.

Step 1:  Go to the General Correspondence register

Navigate to your Management module and click on the General Correspondence notice tool to access the General Correspondence register.

Step 2:  Click the overflow button

Click the overflow button on the right-hand side a General Correspondence notice block and select "Duplicate" from the menu.

 

Step 3:  Add recipients

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.

 

Step 4:  Edit notice information

Edit the title or description of the General Correspondence.

 

Step 5:  Add/remove markups or other attachments (optional)

To add an attachment, click the small floating paperclip button to reveal the attachment options for your notice.

1. Attach a plan/file from your document register to your notice
2. Markup a plan from your document register and attach it to your notice
3. Attach any form notice from your Management module to your notice
4. Attach a photo or file from your device to 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. 

 

Step 6:  Send, Save or Save as draft

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:

1. Send (email notifications are sent to recipients)
2. Save (email notifications are not sent to recipients, but notice is logged)
3. Save as draft (come back to your notice later)

Step 7:  Notifications (if sent)

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 email notification

Example: General Correspondence notice pdf file

Step 8:  Responses or questions

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.

Example: General Correspondence notice - "NOTICE" tab

 

Example: General Correspondence notice - "RECIPIENTS" tab

Example: General Correspondence notice - "COMMENTS" tab

 

Example: General Correspondence notice - adding attachments to "COMMENTS" tab

If you have any questions about General Correspondence notices, shoot us an email at [e-mail] and our customer success team will be in touch.