How to Create and Send Variations in Commnia

How to Create and Send Variations in Commnia

Variations are created through the Commnia Inbox as an email message. This way you retain full transparency within your Inbox.



Create New Email

Via Commnia Inbox click on the New Email button on the far right.




Alternatively, navigate to the menu bar icon and search New Email.



Select Document Category/Folder

Select the document category from the drop-down list, or type in the search box to find what you need quickly. The email form will change depending on which document category you select, for example, a Variation will include subcategory.



To see how to create a Document Category/Folder click here.


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.  


If a contact is not already a part of Commnia, you are able to add them from the global contact list.

To see how to Create New Contact - click here.


Enter Email Subject, Description and Complete Dynamic Fields

You also have the option to include Addons.

Click on Addons to include a Standard Clause, Cost Table, and Authorisation.



Add Cost Table

Once you have entered the information into the cost table, click on Add to return to your email.



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.



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

Email

Once you have clicked send, the receiver will receive a formatted email with the option to view it as PDF Letter.

Each Variation that is created will be logged directly onto the Variation register in Commnia Inbox, to see how to Edit and Reply with a change to Variation click here.



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