Documents provide customers with information about transactions such as Estimates, Orders, and Invoices.
Documents can be viewed and sent from Estimates and Orders. This article will use an Order as an example.
Table of Contents
Open Documents From an Estimate or Order
Navigate to Sales / Estimates or Sales / Orders.
1. Open the Estimate or Order you want to work with.
2. On the record header toolbar, click the Documents icon. This opens a menu of available documents for that record.
3. Click the document you want to open (for example, Invoice or Work Order).
Note: The document opens in a new browser tab so you can keep the Estimate or Order open in the original tab.
a. If you do not see the document you need in the short list, click Document Settings to view additional document types.
Note: If a document type is still missing, an administrator may need to add or enable it in Settings / System / Documents.
Document View
The document viewer shows a preview of the selected document, along with settings that allow you to change the information displayed.
a. Document Details - Shows which Order or Estimate this document is based on, and the document type.
b. Refresh - This reloads the preview.
c. Print - Click the print icon to print the document.
d. Download - Click the download icon to download the document.
e. Expand - Expands or hides the Options bar on the left.
f. Text Options - Custom Text fields that display additional details on the document preview.
g. Layout Options - Enabling these options will provide more details on your document. These will display on the preview.
h. Restore to Default - Reverts the document information back to the Default.
i. Discard or Save - Use Save to apply your changes or Discard to revert them. Changes are not saved automatically.
