Email a journal

  1. Go to Projects and select the appropriate project in the Quick Select section.
  2. On the Lead or Project Home page, select Journals in the Correspondence section.
  3. On the Journals page, select a journal number from the list.
  4. On the Journal Details page, select Actions > Send Journal.
  5. Select the Template and select Ok.
  6. Select the recipients in the Recipients List section and optionally import recipients to the CC List section.
  7. In the Linked File Attachments section, select the Grant Access next to each file that you want to share through the TeamLink Portal.
    Files in the Linked File Attachments section are not added as attachments to the email.
  8. Optionally, select Choose File in the Email Upload Attachments section to include any additional files as attachments to the email.
    Files uploaded in the Email Upload Attachments section are not added to the Linked File Attachments section or shared through the TeamLink Portal.
  9. Optionally, update the Subject as needed.
  10. Select Send Email.