Viewing the list of generated documents

On the Generate Document form, you can view the generated documents by using the View documents function.

The View documents function opens the Document List for the quote or order. From the Document List, you can delete, download, and sign documents, or send e-signature requests.

  1. From the navigation bar, select the My Quotes or My Orders tab.
    Alternatively, select a quote or an order from the Home page.
  2. Select a quote or an order to open the Line Details tab.
  3. Click the ellipsis button then Generate Document.
  4. On the Generate Document form, click the View documents button on the bottom of the page to show the Document List.