PM Document Distribution Audit Form

Information about the PM Document Distribution Audit form.

You can use this form to view:

  • All of the documents generated using the Create and Send feature - for example change orders, RFIs, drawing logs, project issues, etc.

  • Any communications sent using the Create and Send feature - for example if you resend a document to a project contact.

The Create and Send feature allows you to generate multiple documents at the same time using the Documents tab on the PM Send Documents form - for example you can create a transmittal and submittal document at the same time. The additional documents generated using this tab do not create distribution audit records on the records used to generate those documents.

Use the PM Document Distribution Audit Form

About the Create and Send Feature