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.

  1. Click Preview. 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.

  2. 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.

  3. Edit the mail message and click Send.