Print, share, or email a change order (CO)

Open the change order details

Go to Projects and select the appropriate project in the Quick Select section.
On the Project Home page, select COs in the Client Contract Admin section.
On the COs page, select a CO number from the list.

On the Change Order (CO) Information page, select Reports > CO Proposal.
Select the Format.
Select a report Template.
Select one of the following Export Options:
- .DOC (Word 2003)
- .DOCX (Word 2007)
- PDF (Adobe Acrobat)
Select Ok.

On the Change Order (CO) Information page, select Reports > CO Proposal.
Select the Format.
Select a report Template.
Select one of the following Export Options:
- Save DOC to Linked Files
- Save PDF to Linked Files
Select Ok.

The file is listed in the Linked Files section and the Show In Portal option is selected by default.

On the Change Order (CO) Information page, select Reports > CO Proposal.
Select the Format.
Select a report Template.
Select one of the following Export Options:
- Email DOC (Word 2003)
- Email PDF (Adobe Acrobat)
Select an email Template from the dropdown.
Select Ok.
Select the recipients in the Recipients List section and optionally import recipients to the CC List section.
In the Linked File Attachments section, select the Grant Access next to each file that you want to share through the TeamLink Portal.
Files in the Linked File Attachments section are not added as attachments to the email.
Optionally, select Choose File in the Email Upload Attachments section to include any additional files as attachments to the email.
Files uploaded in the Email Upload Attachments section are not added to the Linked File Attachments section or shared through the TeamLink Portal.
Optionally, update the Subject and Body as needed.
Select Send Email.
The report is added as an attachment to the email.