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


Was this article helpful?
0 out of 1 found this helpful
Have more questions? Submit a request


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


Please sign in to leave a comment.