Smart Contractor
Publish Customer Documents

To open the Publish Customer Documents form, click on the Utilities menu and select Publish Customer Documents.

The Publish Customer Documents form allows you to publish updated job information documents for selected jobs.

Published documents can be either uploaded to your website, so your customers can access them on the web, or they can be sent to your customers by email.

Before you can publish Customer Documents to your website, you must first set up website publishing.

The Publish Customer Documents form has the following prompts:

Publish Customer Documents: To Website, By Email

Check an option for how customer documents will be published.

Check "To Website" to upload the documents to your website where your customer can access them.

Before you can publish customer documents to your website, you must first set up website publishing.

Check "By Email" to send the documents to your customer by email.

Job Grid

The grid on the Publish Customer Documents form has the following columns:

  • Check box - Check this box to select the job for Customer Documents publishing.
  • Job - Displays the name of the job.
  • Documents Selected - Displays "Yes" if documents have been selected for upload for the job. If no documents have been selected for upload, then you must edit the job and select the documents for upload in the General tab.
  • Password - Displays or accepts the customer's website login password. A password must be entered in order for the customer's website to be published.
  • Last Published - Displays the last date and time the customer's website was published.

Clear All

Click to clear all selected jobs.

Publish

Click to publish websites for selected jobs.

Save

Click to save job selections and passwords.

Exit

Click to exit without publishing and without saving changes.