Documents
The Documents tab of a work order — the paperwork generated for the job, and where you make more.
The Documents tab holds every document generated for the job: invoices, offers, dispatch notes, and the rest. It has two views, reached from the links at the top: the list of documents already made, and Generate for creating a new one.
Admins and moderators only
The Documents tab is closed to members. Someone with a member role who opens it sees a No access message instead. Generating and managing paperwork is left to admins and moderators.
The document list
The list shows the job's documents, newest first. Each one is a card with its type, its document number, the date it was issued, and its file size. A voided document keeps its place in the list with a Voided badge.
Along the top are filter tabs, so you can narrow the list to one type: All, Dispatch Note, Material List, Invoice, Invoice Request, Material Order, or Offer.
Working with a document
Each card has its own actions:
- View opens the PDF in a new tab.
- Download saves the PDF, named by its document number.
- Void cancels the document. It stays in the list, marked Voided, for your records.
Voiding is limited to admins, and a document can only be voided once. Because document numbers are never reused, voiding is how you cancel a document raised by mistake, rather than deleting it.
Generating a document
The Generate view offers the six document types as a grid. Pick one and its form opens, already filled in from the job's positions, quantities, and prices. Check the values, adjust what you need, and generate. The finished PDF is numbered and added to the list here.
Generated documents count against your plan's monthly document allowance and their size against your storage.
Covered in full elsewhere
This page is only the Documents tab of a work order. Each document type, and how it is generated field by field, is explained in detail in the Documents section of its own.