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Edit incorrect details on PDF / HTML act
Edit incorrect details on PDF / HTML act

PDF / HTML act editing steps

Updated over a week ago

You can reopen the task, change its information, regenerate the act and complete the task again! All the changes will be visible in the PDF act. There are 2 ways you can correct the details on PDF/HTML act:

1. The first way is simply reopening the task back to the app user. Here the app user will be able to edit all the task information: Jobs, Materials, Remarks, Route, Questionnaire, etc.:

Right-click on the task > "Reopen for application user"

The task will appear in the App user's "Stopped" task list. From there, they can start the task again and do the needed corrections.

2. The second way is to edit the task in your admin panel. Here you can only edit jobs, materials and remark.

To reopen the completed task, simply right-click then "Reopen":

Once you reopen the task, you can edit the task details:
Right-click again > "Detailed view" > change the information you need;

Don't forget to regenerate the act to save all the new information:

Right-click on a task > "Regenerate act" - this step will erase the client's signature and edit the changed information.

Click the small pen icon and send the link to your client for a remote signature.

After the client signs the task, the task will be completed automatically.

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