Setting up to print documents in a specific status
Customize documents
1. Go to Settings > Document templates, select the document you want from the list, and click the edit button.
2. Select the checkboxes for the statuses in which the document will be available for printing and click Save.
3. After editing the document, be sure to save the changes you've made.
Setting up statuses
1. Go to Settings > Statuses > Work Orders and open the status for which you want to configure documents to print.
2. Scroll down the status settings to the list of documents and check the boxes that you want to print in work orders in this status.
3. Click Save.
To set up estimates statuses, go to Settings > Status > Estimates and follow the same steps, and then click Save.
Print documents for a single work order or estimate
To be able to print a document in a certain status, configure access rights for employees. In Settings > Employees > Roles , you need to enable the “Can print documents” permission.
1. When creating an order, click on the printer button 🖨️ and mark the documents that will be printed when you save the work order or estimate.
2. When editing an order, click on the printer button 🖨️ and check the boxes for the documents that will be printed when the work order is saved.
Please note that the marked documents for printing when creating or editing a work order and estimate are saved as favorites. Therefore, when you create or edit the next one, the selected documents will be offered for printing.
Group printing of documents for orders and payments
1. In the work order table, select the checkboxes next to the work orders or estimates for which you want to print the document. Then click on the printer button 🖨️ and select the required group of documents.
2. Select the list of documents you want to print and click Print.
Please note that when selecting work orders and estimates in different statuses, the print window will offer documents that are available simultaneously for each of the selected statuses. If the document settings for different statuses do not match, no document will be offered for printing.