How to View Sent Document History

How to View Sent Document History
 
 
1

Create New Document button

1. Create New Document button
 
2

View Unsent Documents button

2. View Unsent Documents button
 
3

View Sent Document button

3. View Sent Document button
 
4

Delivery Sent Log button

4. Delivery Sent Log button
This logs the actual confirmed delivery.
5

Convert to Project button

5. Convert to Project button
This converts the document into project.  All reporting are project based.
For the purpose of Good Faith Effort, all documents need to be linked to project.
6

Convert to Contract button

6. Convert to Contract button
This option allows a document to be converted into contract.  This is a very slick.
It first creates a project, and contract in created within the project.
7

View Document Sent History button

7. View Document Sent History button