Who can setup this feature
You can enable your Supervisors to send a PDF copy of their Site Diary to the Client when submitting their Site Diary.
First, you'll need to setup your Client's contact information
- Go to the Clients page.
- Select the Client.
- Under the Contact field, tap Add New
- Complete required fields
- Add Contact
- Save Client
Next, you'll need to add the Client in the Order
- Go to the Scheduler page
- Edit Order
- Under Client Contacts, add your Contacts.