Using Journal Messaging
1. Show how to generate, send and track correspondence for each projects within IntelliBid (or JobTrac)
2. Use the Contacts tab in Job Registry to show how to add a project team of contacts to quickly add to any correspondence throughout the project.
3. Show how to create and send transmittals, RFI’s, memos, and reference any other documents with the project like drawings, addendums, permits.
4. Show how to attach documents from a hard drive or network drive to the correspondence when sending.
5. Show how IntelliBid historically tracks all correspondence for each project and how to filter them by project and document type.
6. Show how to resend, forward and view existing correspondence
7. Demonstrate the various companies and contacts reports within JobTrac and how to export each report.
8. Show how to import inbound emails from Outlook that pertain to each project
9. Show how to setup custom correspondence templates for RFI’s, transmittals and memos. Also how to configure custom numbering of RFI’s and transmittals.
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