Creating Proposals, Purchase and Work Orders and Invoices from the Specification Window

Modified on: 2022-03-25 17:12:30 -0400


You can easily create documents directly from the Specifications Window rather than going to each such screen individually. To do so, 'tag' or select the desired Items on the Specifications Window, click the Create button and then select the document you wish to generate.


Review this quick tutorial to see the process in action - Creating Documents from the Specifications Window


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.