In the Documents tab, you can review the purchase orders of the jobs included in this task and the task's confirmation and select these documents' recipients. Another feature of this tab is the option to send the task confirmation to a selected user at your company to review before submitting it to the client. The tab allows you to send necessary documents to your client, project managers and all vendors involved in the project.

In the Jobs section you can decide which job purchase orders you want to send to the selected vendors.

Select the checkboxes of the items which you want to send a purchase order for. The column lists the entire structure of the task, including all of its jobs.

• Task checkbox: When you click it, all of its vendors and jobs are automatically selected as well.
• Vendor checkbox: When you it, all of the jobs assigned to the vendor in that task are automatically selected as well.

The column lists the job types performed in this task. Select the checkboxes of the jobs which you want to send a purchase order for.

The column lists the current statuses of a task's job.

The job status can be:

• Opened: The job was not started yet.
• Requested: The availability requests for this job were sent to the vendors and the project manager is awaiting their response.
• Accepted: The vendor has been assigned to the job.
• Started: The job was undertaken by the vendor and is in progress.
• Ready: The job was completed by the vendor.
• Canceled: The job was voided by the project manager.

The column lists the current status of a job's purchase order. You can see if a purchase order was sent to the vendor.

The status of a document can be:

• Not Sent: The purchase order was not sent to the vendor.
• Sent: The purchase order was sent to the vendor.
• Sent but Modified: The purchase order was sent to the vendor but the payable was modified afterwards. Therefore, the purchase order the vendor received is likely outdated, and the new purchase order needs to be sent to the vendor.
• Partially Sent: some but not all of the project's or task's purchase orders were sent to the vendor.

Click the icon to edit and manually send the e-mail which includes the purchase order for this job.

The displayed template is going to be used in the purchase order. You can select different template by clicking on the current template name. As you click it, the Select Document Template pop-up window appears. You can select the desired template from the drop-down menu.

Document Template drop-down menu	The drop down-menu allows you to select a document template.
Save button	Click the button to confirm your selection and close the pop-up window.
Cancel button	Click the button to discard any changes and close the pop-up window.

Click the icon in the proper column to see a printable preview of the purchase order. Depending on the settings of the document template the preview can be downloaded in the  .PDF  or  .DOCX  format.

Click to send purchase orders for the jobs you selected in the table.

Click to send a single purchase order to a vendor for all the jobs assigned to them. If multiple jobs performed by different vendors are selected, each vendor receives one e-mail with purchase orders for all the jobs assigned to them.

In the Receivables section you can review and send the task confirmation to the client.

This column lists the task and its receivables.

The column lists the current receivable's status that has impact on the task status in the project.

The status of a receivable can be:

• Opened: The receivable is not ready and needs to be prepared accordingly.
• Assigned: A user at your company was appointed to enter all necessary information for a given receivable.
• Ready: The receivable is complete and can be sent to the client.
• Sent: The receivable was delivered to the client. The task cannot be closed unless the receivable status is Sent.
• Canceled: The receivable was voided by the project manager

The column lists the current status of a task's confirmation. In the column you can see if a confirmation was sent to the client.

The status of a document can be:

• Not Sent: The purchase order was not sent to the vendor.
• Sent: The purchase order was sent to the vendor.
• Sent but Modified: The purchase order was sent to the vendor but the payable was modified afterwards. Therefore, the purchase order the vendor received is likely outdated, and the new purchase order needs to be sent to the vendor.
• Partially Sent: some but not all of the project's or task's purchase orders were sent to the vendor.

Click the icon to edit and manually send the e-mail which includes the confirmation for this task.

The displayed template is going to be used in the confirmation. You can select different template by clicking on the current template name. As you click it, the Select Document Template pop-up window appears. You can select the desired template from the drop-down menu.

Document Template drop-down menu	The drop down-menu allows you to select a document template.
Save button	Click the button to confirm your selection and close the pop-up window.
Cancel button	Click the button to discard any changes and close the pop-up window.

Click the icon in the proper column to see a printable preview of the receivable. Depending on the settings of the document template the preview can be downloaded in the  .PDF  or  .DOCX  format.

Click to send a confirmation for the entire task.

The client will receive an e-mail which contains a confirmation for the task. What information is displayed depends on the template you selected for the task confirmation, but typically the task confirmation lists the cost details separately for each receivable.  

In the section you can select a user at your company to review either the task confirmation before it is sent to the client.

The user at your company who is to verify the task confirmations before they are sent to the client.

Click to send the task confirmation to the reviewer for verification.