Daily Logs / 16

Set up notifications and notify an update

Each log has its own notification recipients. Notify update sends an updated PDF to whoever you choose.

2 minutes
Product screenshot: Set up notifications and notify an update
Step by step

How to complete notifications

  1. 01

    Open the settings

    In the log's footer click Configure notifications.

    Step 1: Open the settings
  2. 02

    Pick the recipients

    In Record notifications tick the project members who will be notified and click Save.

    Step 2: Pick the recipients
  3. 03

    Notify an update

    Click Notify update (requires edit permission).

    Step 3: Notify an update
  4. 04

    Review the recipients

    Send update report lists who will receive the updated PDF. View and edit opens the recipients editor.

    Step 4: Review the recipients
  5. 05

    Optional: external recipients

    Type emails and press Enter or Add. They get no access to the project: they only receive a copy of the PDF. The maximum is 50.

    Step 5: Optional: external recipients
  6. 06

    Confirm

    Click Confirm and send PDF. Nothing is sent until you confirm. You see that the update was notified.

    Step 6: Confirm

What you'll learn

  • How set up notifications and notify an update works inside Perfour.

  • What information you need and how it stays connected to Daily Logs.

  • How to preserve traceability and find the record later.

FAQ

Frequently asked questions

Does Notify update change the status?+

No, it only sends the PDF.

How is it different from topic followers?+

Followers are set on the topic; these recipients belong to each log.