Guide 16

Sent Documents

Which document went out, when, and who sent it

The problem

A client says the figure on his invoice is not the one he was quoted. You, the office and a team member all send PDFs, and nobody can say which version went.

What Zeus does

Sent Documents archives every quote and invoice PDF sent from Zeus, grouped by day and filterable by sender, job and date.

Do this

Start on Sent Documents

  1. More

    Who sent which version, when?

    Look at Home

  2. Sent Documents

    Lists every quote and invoice PDF, newest first

  3. All Team Members

    Narrows it to one person's sends

  4. team member's name

    Pick a name

  5. All Jobs

    Shows everything sent for one client

  6. Harold Mackenzie · Office Fit-Out

    Only Harold's documents

  7. Any Date

    Or a range, when you know roughly the week

  8. row

    Tap a row and you get the exact PDF that went out

You now have

What was sent, when, and by whom, with the PDF.

On screen, not tapped: Share

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