To print a Job Recap merge document, click on Documents in the shortcut menu, then click Job Recap.
The Print Job Recap form allows you to print the Job Recap And Summary merge document that comes with Smart Contractor. The Job Recap merge document merges in the Job Recap report.
See the Setup Merge Documents topic for information on creating and editing merge documents.
The following is a description of the prompts on the Print Job Recap form:
| View Button |
| Click to view a print image of the merged document. |
| Print Button |
| Click to print the merged document. |
| Email Button |
| The Email button will be enabled if the customer for the current job has an email address entered in the Customer Information form. Click the Email button to email the merged document to the customer's email address. |
| Edit Button |
| Click to edit the merge document template. This takes you to the Setup Merge Documents form. |
| Export Button |
| Click to export the merged document to an .rtf text file. You will be able to edit (and cut and paste from) this file using MS Word. |
| Exit Button |
| Click to exit the form. |