To print or send an inspection, estimate, or invoice to a Client via email or SMS, from the main menu located on the left of the application, click on Clients > Clients. Select the Client from the list.
Under the Documents tab, click on the icon associated with the action you want to take according to the legend below:
- Download the document
- Sign the document
- Print the document
- Send the document by email
- Send the document by mobile phone
- Delete the document
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