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:
- Click Go To > Work Orders > Work Order Dashboard.
- Use the SEARCH and/or column filters to locate the work order.
- From the Work Order grid, click the REQUEST number hyperlink.
- Click SHARE.
- 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.
- Select the recipients by clicking the (+) next to their name, or by manually adding their email into the email address
- Click Send.
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