Create and edit mail forms and restricted fields

Apply project fields to mail types

1. From the navigation menu click Setup and select Project Settings.
2. Click Mail and select Mail Types.
3. Find the mail type you want to add or edit. Under Actions click the three dots menu and select Edit Mail Form.

4. Click and drag the move icon to drop a field in place. Fields can be dropped in the exact order you want them to appear.
5. (Optional) Make the field mandatory for this mail type.
6. (Optional) Reorder dropped fields using the move icon.

7. (Optional) Remove a field from the mail type, by selecting it and clicking Remove. You can select and remove multiple fields at the same time.
8. Click Save to apply your changes to the mail form.

What are Restricted Fields?

Restricted Fields allow Aconex project owners to track sensitive information against specific mail types. This information is restricted (only visible) to the Aconex project owning organization. For example, you may decide to track potential cost or time impacts against Site Instructions so that Head Contractors can factor that data into their projected contingency.

To add restricted fields, find the mail type you want to update in your mail type project settings. Under Actions click the three dots menu and select Edit Restricted Fields. The list of restricted fields is separate from the list of project fields.

The below image shows an example of how restricted fields appear when creating a new mail.