How to View and Export a Document

This is a quick guide to show you how to view and export a report.

1.) Open up the job and select the purple button at the top of the screen that says document


 

2.) From there create a quote package or select one 

 

 

3.) Your export and save documents will be available at the top of the screen

 

 
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  • Difficult to find where to set up Export to 'doc'.

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