About Saving, Viewing, or Attaching the Document
There are several options in the Tasks drop down at the top of the PM Send Documents form.
- Save Document As - Generate and save a PDF document.
- Attach to source - Generate a PDF and attachment it to the source record. The source record is the record that was used to launch the PM Send Documents form. For example if you select a submittal in the PM Submittal Register form and then launch the PM Send Document form, the submittal that you selected on the PM Submittal Register form is the source record.
- View Document - Generate and view a PDF document.
- When Collate into single PDF document is checked - The
Collate into single PDF document box on the Documents tab of
the PM Send Documents form determines what is included in the PDF generated by
the Save
Document As, Attach Document To Source,
and View
Document options. When it is checked, all of the documents and
reports on the Documents tab of the PM Send Documents form are generated and
compiled into a single PDF. The attachments selected on the Attachments tab of
the PM Send Documents form are also included in the PDF unless they are set up
as standalone attachments using the Document Builder (Doc
Builder button on the Documents tab). Note: To set up an attachment as a standalone, click on the Doc Builder button on the Documents tab of the PM Send Documents form. This will open the PM Send Document Builder form. Open the Document Order tab, and then drag and drop the attachment down to the Standalone Attachments section.
- When Collate into a single PDF document is not checked - When the Collate into single PDF document box is not checked, only the document or report that is selected on the Documents tab of the PM Send Documents form is included in the PDF. The attachments selected on the Attachments tab of the PM Send Documents form that are associated with the document or report are also included in the PDF unless they are set up as standalone attachments using the Document Builder (Doc Builder button on the Documents tab).
