Package types


In the package type settings you can configure Transmittal, RFI and General Correspondence package attributes and other settings.

Settings that can be configured for Transmittal package:

Settings that can be configured for RFI package:

Settings that can be configured for General Correspondence package:

Note, a general correspondence is a type of package that is intended for managing various official project communications.

Each project contains a general correspondence template, which lets you create as many package types based on the general correspondence template as you need. For example, you might create a general correspondence package type named "Meeting Notes", and another named "Contractual Documents". A default, preconfigured general correspondence package type, simply named "General Correspondence", is also available which you can use as is or customize (or even delete if it is not needed).

Transmittal Attributes and Settings
RFI Attributes and Settings
General Correspondence Attributes and Settings