How to Create a Recap Document

Prerequisites

• A client must already exist (Learn How to Create a Client)
• A contract must already exist (Learn How to Create Contracts)
• Contracted values must already exist (Learn How to Create Contracted Values)
• The client must have an available delivery address (Learn How to Create a Delivery Address)
• Must have a finished work order related to the client

Steps to Follow

1. Access the Documents Page (Clients Management Menu)

To access this page, click Clients Management > Documents in the side menu.

2. Click the Actions Button

Inside the Documents page, click the Actions button.

3. Click the Create Button

Within the Documents page, click the Create button located in the top right corner of the table.

4. Fill in the Form

Fill in the form fields with the necessary information to create the summary document.