Add a journal

Step 1: Add general journal information

1. Go to Leads or Projects and select the lead or project in the Quick Select section.
2. On the Lead or Project Home page, select Journals under the Correspondence section.
3. Select Actions > Add Manually.

   In the data entry form, the Lead or Project number, Issue Date, and Journal # fields are pre-filled but can be modified.

4. Optional: Set the Issue Time.
5. Enter a brief Subject.
6. Select the Journal Type, such as Letter, Fax, Email, Note, and so on.

   This field can be used for filtering or sorting records. Admins can add options in Settings > Feature Settings > Correspondence > Journal Types.

7. Optional: Specify the Reminder Date, the Due Date, or both.

   These dates will appear in the correspondence calendar and as an alert.

8. Select the Company and Address Type in the From section.
   The Company dropdown is populated from the Project Directory. Typically, this field is pre-filled with your firm.
9. Optional: Select the Contact in the From section.
10. Enter the journal Message.
11. Optional: In the References section, enter the following information:
    • Prime contract #
    • CPR / CO #
    • Subcontract #
    • SCO #
    • Drawing
    • Location
    • Spec. Section
    • Other
    Select the magnifying glass icon next to certain fields to select an existing record.
12. Select Next.

Step 2: Select the companies and contacts responding to the journal

Companies and Contacts that will be responding to the journal must exist in the Contact Management and be referenced in the project directory prior to importing.

If you do not prefer to add company contacts in this step, select Skip.

1. Optional: Use the Search field to filter the company and contact listing.
2. Select the companies and contacts that will be added to the journal.
3. Select Add & Next or Add.

Step 3: Add or link files

You can upload and link files, such as images or PDF documents, that are relevant to the journal.

If you do not prefer to add or upload files in this step, select Skip and Finish.

1. To upload files from your local drive, select one or more files on your local hard drive and drag them to the Drag files here section.

   Alternatively, select Add to find and upload files from your local drive.

2. To link existing files that have already been uploaded to Sage Construction Management, do the following:
   1. Select Link Existing Files and select one of the following options:
      • Drawings & Specs
      • Photos
      • All other records
   2. Optional: Select the Feature Name to filter the results.
   3. Select one or more files from the list.
   4. Select Link & Close.

      These files will be added automatically to the record and will not be shown in the Drag Local Files section.

3. Select Add and Finish.