Print or Email a Change Order

  1. At the CO listing, click the CO # to view the details form.
  2. Click the Reports button at the top right.
  3. Click CO Proposal from the drop-down.
  4. Select the format of the CO Proposal Items.
  5. Select a Report Template.
  6. Select an Export option. The last two options would attach the CO to an email so it can be sent to the client.
    • DOC (Microsoft Word 2003)
    • DOCX (Microsoft Word 2007 and later)
    • PDF (Adobe Acrobat)
    • Save DOC to Linked Files section
    • Save PDF to Linked Files section
    • Email DOC (Microsoft Word 2003)
    • Email PDF (Adobe Acrobat)
  7. If Email DOC or PDF is chosen, then select the Email Template.
  8. Click Ok.