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Procore

Email a Site Diary

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Objective

To email a site diary to users in the project.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' permissions on the project's Site Diary tool.
  • Additional Information:
    • Users with the ‘Collaborator Entry Only’ granular permission cannot email the site diary.

Steps

  1. Navigate to the project's Site Diary 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 site diary 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 site diary. 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.