About the Create and Send Feature
The Create and Send feature allows you to generate project documents (RFIs, subcontracts, contract change orders, etc.) and/or reports and then email/fax those documents to a user defined list of contacts.
For example in the PM Request For Information form you can use the Create and Send feature to create an RFI document and then email that RFI to a list of contacts associated with the project.
Before you can use this feature, there are several setup steps that must be performed, such as configuring SMTP, setting up create and send locations, setting up document categories, and so on. For more information, see Set up the Create and Send Feature.
- Send Document - Use to generate a project document for the currently selected record. For example generate an RFI document and send it to a list of project contacts. For more information, see About Sending Documents.
- Send Message - By default the system will not generate a project document. For example you can use this option to resend a project document that has already been generated, include an attachment associated with the source record, or generate a report and include it in the email. For more information, see About Sending Messages.
- Send with Transmittal - Use to generate a transmittal and a project document for the currently selected record. For more information, see About Sending With Transmittal.
Once you generate a document, you can edit it and then send it to project contacts. For more information, see About Generating & Editing Project Documents.
All emails generated from the PM module and the replies to those emails can be added to the associated records as attachments. For example, if you use the Create and Send feature to generate an RFI document and then email that document to a contact on a project using the Create and Send feature, the original email and any replies to that email can be added to the RFI record as attachments. For more information, see the About PM Module Email Integration topic in the Pre-Construction help.