Aconex register incoming mail
Aconex is a construction project management software that helps manage projects, documents, and communications. Registering incoming mail in Aconex involves creating a new document and uploading the mail to the system. Here's a step-by-step guide on how to do it:
Prerequisites:
- You have an Aconex account and are logged in.
- You have the necessary permissions to create and manage documents in Aconex.
Steps to register incoming mail in Aconex:
- Create a new document:
- Go to the "Documents" tab in the top navigation menu.
- Click on "Create Document" and select "Email" as the document type.
- Fill in the required information, such as the document title, description, and date received.
- Upload the mail:
- Click on the "Upload" button to attach the incoming mail to the document.
- You can upload the mail as a PDF, image, or other file format.
- Make sure the file is not too large, as Aconex has file size limits.
- Add relevant metadata:
- Fill in the relevant metadata fields, such as:
- Document type (e.g., invoice, correspondence, etc.)
- Project (if applicable)
- Category (e.g., finance, procurement, etc.)
- Priority (if applicable)
- Fill in the relevant metadata fields, such as:
- Assign the document:
- Assign the document to the relevant person or team in your organization.
- You can also set up notifications to alert specific users when the document is uploaded.
- Save and publish the document:
- Click "Save" to save the document.
- Click "Publish" to make the document visible to other users in your organization.
Tips and best practices:
- Make sure to follow your organization's document management policies and procedures when registering incoming mail in Aconex.
- Use relevant keywords and tags to make the document easily searchable.
- Consider setting up workflows or approval processes to ensure that incoming mail is reviewed and approved by the relevant stakeholders.
- Regularly review and update the document to ensure it remains accurate and up-to-date.
By following these steps, you can effectively register incoming mail in Aconex and ensure that it is properly managed and tracked throughout your organization.