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.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request



Please sign in to leave a comment.