1) Go to the Document Screen
2) Create a New Quote Package (#1)
3) Generate the document (#2)
3) Flag As Sent (#3)
Creating a revision in the document screen will:
1) take a screen snap in the background of the job information
2) have a document revision available to view
3) display on the Dashboard (see screenshot below)
NOTE: Users may not be able to Flag a Quote Package as Sent if an Approval System is configured to prevent the Print/Export of documents.
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