Send a Copy of the Form to Subcontractors
Use this procedure to send a copy of the form to subcontractors.
- Complete the selection fields.
At the Signed status field:
- Select Signed to print only executed change orders.
- Select Unsigned to print only change orders which have been proposed but not yet approved.
- Select Both to print all change orders regardless of status.
If you have selected a specific vendor and job, the software compiles a list of the email addresses for all active vendor contacts who are assigned to the subcontract job.
While viewing the form, click Email.
A 'Send E-mail' window opens and automatically attaches a PDF of the Form. The Subject, Message text and To e-mail addresses of all active contacts for this vendor and job default.
- Edit the mail message and click Send.