How to Create and Send Project Instructions

How to Create and Send Project Instructions

Commnia allows you to send and record project Instructions with Commnia Inbox as an email message. This way you retain full transparency within your Inbox.

Commnia Inbox allows you to attach plans, mark-ups and other relevant documents to ensure that your instructions are clear.

1. Access Project Instruction

From the main menu via Quick Add (+) click on New Email.

Select Project Instruction from Category Folder.

Project Instruction

2. Add Recipients

Start typing the name of the contact to display a list of users from the project contact list.

Alternatively, you can click on the To, CC or BCC button to display the full global contact list.  

Add Recipients
If a contact is not already a part of Commnia, you are able to add them by clicking on the Create New Contact icon.
To see how to Create New Contact - click here.

The Send Privately function means that recipients will not see who else the email has been sent to in To Field.

3. Enter Email Subject

Enter a subject for your new email message.

Email Subject

4. Complete Dynamic Fields

Enter any required information into the dynamic fields.

The dynamic fields have been set up based on the email type.

i.e. For a Project Instruction, the default fields are Requested By Date,  Notice Category and the option to include Addons.

  • Enter the date you would like a response by.
  • Enter the Notice Category from the drop-down menu.
Click on Addons to include a Standard Clause, Cost Table and Authorisation.

Addons

5. Enter the Email of the Body

  • Enter your email message into the description field.
  • You can manually enter the body of your email, this field is in Html format meaning you can paste text and images directly from word or even your internet browser.
  • Alternatively, select from a list of Custom templates.
Body of the email

To see how to create Custom Correspondence Templates click here.

6. Attach Files

Files can be attached to the email directly from Commnia Drive, the document register, from your local device or drag and drop files with no restriction on file size.

Attach Files

To learn more about how to attach files to email click here.

7. Send Email

Your email signature will automatically be included in every email communication. You can edit your email signature by clicking on the edit icon

Send Email

To learn how to create and edit your signature click here.

Once you've entered all information for your email, you can Preview it, Save it as a Draft or Send it.
If you have clicked to Send Privately the recipients will not see who else the email has been sent to. 

Send Privately

Each Project Instruction that is created will be logged directly onto the Project Instruction register in Commnia Inbox, to see how to review click here.




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