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Documents

  • 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 backgro...

  • How to Export Documents to Sedona

    1. Import the won job to Sedona         2. A Work Order needs to be created in Sedona to Export Supporting Documents:    3.  Next Go to Supporting Document right click to add your Documents (if you ha...

  • How to View and Export a Report

    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...