Creating a Revision

 

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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