Knowledge Base

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Knowledge Base

Communication

Communication

Envoy™ Chat

Create a Project Channel

Overview: What is Envoy™ Chat?

Show/Hide Envoy Chat

Create a Chat

Open an Existing Chat

Rename Quick Chats

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Messages

Add a Custom Message Signature

Print a Message

Create a New Message

Add Contacts to a Message

Archive a Message

View Archived Messages

Activate an Archived Message

Delete a Message

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Inbound Emails

Getting Started with Inbound Emails

Copy Inbound Project Email Address

Adding an Approved Email Address for Inbound Emails

View an Inbound Email

Resend an Inbound Email

Download an Attachment from Inbound Email

Save Attachment to a Project from Inbound Email

Removing an Approved Email Address

Delete an Inbound Email

Export Inbound Emails to Excel

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Call Logs

Add a Call Log

Filter Call Logs by Contact

Delete a Call Log

Filter Call Logs by Creator

Edit a Call Log

Filter Call Logs by Project

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Requests for Information (RFIs)

Print a RFI

Create a RFI

Edit a RFI

Duplicate a RFI

Sort RFIs

Filter RFIs by Status

Mark a RFI as Resolved

Mark a RFI as Unresolved

Resend a RFI

Show/Hide RFI Dashboard

View RFI Summary

Create a RFI Summary Report

Export RFIs to Excel

Delete a RFI

Overview: What is a RFI?

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Submittals

Sort Submittals

Create a Submittal

Attach Files to a Submittal

Make a Submittal Private

Edit a Submittal

Create a Submittal Revision

Duplicate a Submittal

Print a Submittal

Email a Submittal

Respond to a Submittal

Filter Submittals

Close a Submittal

View Submittal Summary

Export a Submittal Summary to Excel

Delete a Submittal

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Transmittals

Create a Transmittal

Attach Files to a Transmittal

Set a Transmittal as Private

Edit a Transmittal

Print a Transmittal

Email a Transmittal

Sort Transmittals

Show/Hide Transmittals Dashboard

View Transmittal Summary

Create a Letter of Transmittal

Delete a Transmittal

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