Email a Daily Log

Objective

To email a daily log to users in the project.

Things to Consider

  • Required User Permissions:

    • 'Standard' or 'Admin' permissions on the project's Daily Log tool.

  • Additional Information:

    • Users with the ‘Collaborator Entry Only’ granular permission cannot email the daily log.

Steps

  1. Navigate to the project's Daily Log tool.

  2. Click the Email button.
    email-daily-log.png

  3. Fill out the following fields as appropriate:
    Note: An asterisk (*) denotes a required field.

    • To*: Begin typing the name of a user you want to forward the daily log to and select them from the drop-down menu.

    • CC: If you want to CC one or more users, select them from the drop-down menu.

    • Private: Mark the checkbox if you only want recipients and Admins to be able to view the email in Procore.

    • Subject: The subject is automatically populated with the date of the daily log. However, you can edit the subject.

    • Attachments: If you want to add additional attachments to the email, use a drag-and-drop operation or click the Attach a File(s) link.

    • Message: If you want to add a message to the email, enter it in the text box.

  4. Click Send to send the email to the recipients.