Previewing and Publishing Online Documents
Previewing an online document is done when the document to be previewed has been edited and you want to confirm how it will look when sent to the customer, whereas publishing is done when the document is finished and ready to send to the customer.
In this article
How to preview an online document
To preview an online document from a jobsheet:
- Scroll down to the Group Items section (where you have already created the groups).
Add Action Category to each group, depending on the level of urgency for the job.
Select Print/Send from the document actions bar, then Preview Online Document.
You can test the various actions that the customer will take from the online document, such as selecting the items to approve and so on.
How to publish an online document
After you have finished preparing the document and are ready to send it to the customer, you can now publish it. To make the document available to the customer, follow these steps:
From the document actions bar, select Print/Send, then Publish Online Document.
- In the resulting window, select the method for sending the online document. It could be via SMS, email, or both.
- You can also personalise the text used for the SMS, Email or the online document introduction, or use the previously saved text messages.
Click OK, to send the online document to the customer.
Scroll down to the Online Document section to see what actions the customer takes from the sent online document. Here you can see how many edit versions of the document are available, when the published online document was opened, when it will expire, and so on.
When a customer takes action, the Online Document section is updated after a while. The following is an example of when the customer approves the document.
If the document is edited after it has been published, it must be republished because the previously sent document is now a draft version.
Introduction to Online Documents
Grouping document lines
Setting up online documents
Adding and Managing Media in Garage Hive
Using online documents in estimates, checklists and vehicle inspection estimates
What Happens When a Customer Acts on a Sent Online Document?