The article has been updated successfully.How to Create a PDF of a Work Order General Summary
Send this document to a customer as a record of what items they have left in your care and how they are to be framed. This report lists up to four work orders per page. It sshows a limited number of components, such as, 4 frames, 4 mats, 4 fillets, 1 mat design, 1 hardware, 1 extra, 1 glass, 1 fitting.HOW TO SAVE AS PDF:
1. Go to Work Orders file form view and locate the customer’s work order using the Find button at the top.2. Click Print Documents side bar button on the left.
3. Be sure that the print settings (bottom of the screen) say Pause On Preview and Show Print Dialog Box both say Yes.
4. Click General Summary.
5. A preview screen appears with a menu at the very top of the screen that says Print or Save as PDF. Also on the Toolbar top right is s Save as PDF button. Click on this one.
6. Then a Save Records as PDF dialog box appears.
7. In the File name field type the name you wish to use for this document.
Tip: Use the Work Order number or the customer's name.
8. At the top of the screen, in the Save In field, select the location where you would like to save the document
9. Click Save.
You will be returned to the previous screen.
10. Click Continue.
11. Click Cancel.
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Last Updated
15th of July, 2010
