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Email a Daily Log Report to a Project Contact

Modified: 6 Jun 2026 Vista Project Management Project Documents Help

You can generate PM daily logs documents and send them to project contacts by using the Create and Send feature.

This feature is helpful if you need to create RFIs, submittals, and change order documents, and then email those documents to the contacts on a project.
Note: The Create and Send icon will not display on the form if it has been disabled using PM Create & Send Settings form (Info tab > Deactivate Document Create and Send Feature box).
  1. From the PM Daily Logs form, click the Create and Send () icon.
    The Create and Send feature appears.
  2. Choose from one of the following Create and Send options:
    • Send Message - Select this option to send an email to a list of project contacts. Using this option you can also generate a document, include an attachment, and/or generate a report. More
    • Send Document - Select this option to generate a project document or report, and email it to a list of project contacts. Using this option you can also include an attachment.
    • Send with Transmittal - Select this option to generate a project document and transmittal, and email those documents to a list of project contacts. Using this option you can also include an attachment and/or generate a report.
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