Email a work order to the reviewer
- Go to Projects and select the appropriate project in the Quick Select section.
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On the Project Home page, select Work Orders in the Documentation section.
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Select the work order number from the list.
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Review the Review By Information section and confirm that both a company and contact are specified before sending the email.
- Select Actions > Send Work Order for Review from the dropdown.
- In the dialog, select an email Template from the dropdown and 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.