How do I share or send a message regarding a work order?

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{Alex Silber}
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Sharing allows you to create and email a PDF of the work order. This section describes the process of sharing a work order.

To share a work order:

  1. Click Go To > Work Orders > Work Order Dashboard.
  2. Use the SEARCH and/or column filters to locate the work order.
  3. From the Work Order grid, click the REQUEST number hyperlink.
  4. Click SHARE.

    work-order-share-button.jpg

  5. By default, the Sender Alias, Subject, and Message are auto-populated with work order-specific information. Clicking into any of these fields allows you to edit the information.
  6. Select the recipients by clicking the (+) next to their name, or by manually adding their email into the email address
  7. Click Send.

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