Correspondence

Correspondence Overview

Correspondence Overview

A quick intro into how iTWO cx manages your project correspondence using Forms

Creating Forms in iTWO cx

Learn about creating Forms in iTWO cx, addressing them and managing your project communication

Respond to iTWO cx Forms

How to respond to an iTWO cx Form

Splitting iTWO cx Forms

Learn about creating a traceable, secure communication to other Forms from an original conversation

Linking Forms and Documents

Splitting from a Comment

Learn how to split form a comment.

Set up Distribution Rules / Lists

Bulk Update Status of Linked Forms

Learn how to update the status of all linked forms in one go.

Bulk Importing Correspondence Documents

Bulk Update Status of Forms

Learn how to update the status of bulk forms.

Linking Forms and Documents

Linking Forms and Documents

Learn about linking your Forms to other relevant communication on your Project for complete auditability

Set up Distribution Rules / Lists

Distribution Rules / Lists

Streamline project communication with Distribution rules and Lists

Internal and Public Comments

Make your comments to a form either internal or public

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Uploading Signature and Applying to a Form

Learn how to upload your signature and then apply it to a form.