Rhumbix makes communication simple with email notifications as updates come through for your T&M Forms and Daily Reports. For most efficient and cleanest results, it is important to make sure that your teammates are always caught up with the status of your Daily Reports.
For automatic emails,
- Log onto your Rhumbix Dashboard.
- On the top left, click on your email to open a dropdown menu.
- Click Daily Summary Email.
- Click the checkbox next to opt in.
Please note that opting in for the Daily Summary Email will send all field forms, which include Daily Reports, T&M Forms, and custom forms.
For manual emails,
- Log onto your Rhumbix Dashboard
- In your main menu, click on "Daily Report" under Field Forms.
- Locate the Daily Report Form and click on "View."
- On the top right, click on "Send Email."
- Type in the email address under the search bar to locate the contact you'd like to send the form to. Alternatively, you can also type in a new email in the field below, and then click "Add E-Mail."
- Lastly, click "Send PDF." The recipient will receive the email immediately in their inbox and can open the form by clicking on "View Daily Report Form." "Download PDF," or by copy and pasting the link below those buttons.
You can always find more information on Daily Reports here on our Support Center.