Create, Print, or Email a PDF for an Owner Change Order Form

You can create, view, print, or email a PDF for an owner change order form on the Enter Owner Change Order screen.

  1. Open the Enter Owner Change Order screen.
  2. Note the active company. You can change it if you want.
  3. In the Project field, do one of the following:
    • Enter the code of the project for the owner change order for which you want to create an order.
    • Click to select the project for the owner change order from a lookup list.
      Tip: You can set this field to default to the most recently used project. See the Remember Last Project field on the Users screen topic or User Groups screen topic for details.
  4. In the Owner Change Order field, do one of the following:
    • Enter the code of the owner change order for which you want to create a PDF and press Tab.
    • Click to select the owner change order from a lookup list.
  5. In the On Save of Document area, select the Create PDF checkbox.
  6. Click Save Owner CO.
  7. To print the PDF, select the Print checkbox.
  8. To email the PDF as an attachment, select the E-mail checkbox.
    Note: You must have MAPI-compliant e-mail software—such as Microsoft Outlook—installed on your computer to send an e-mail message with an attachment.
  9. Click Save Owner CO.