Creating a Revision


1) Go to the Document Screen


2) Create a New Quote Package 

3) Generate the document

4) Flag As Sent



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


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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