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Work order report recipients

Completed work order act recipient' settings

Updated over a week ago

There are 4 different places where you can add a PDF/HTML act email recipient:

  1. The recipient for the Customer (the place might be different due to settings):

    You can add an email address in the Customer editing/creation windows. The completed work order act will be sent every time work order is completed in any of this customer's objects.


    ​Important:


    An additional setting should also be turned on in the Email report settings:

  2. The recipient for a specific Work order Type:

    Just add an email address next-to a work order type and the PDF/HTML act will be sent every time work order with such type is completed.
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  3. In the application, before collecting customer's signature, you can add one or multiple email addresses for the Customer's contact person. The PDF/HTML act will be sent to this email address.

4. Add an email to List of additional recipients (BEST for additional administrator recipient)
Email report settings > Send completed or approved work order report > List of additional recipients.

NOTE: You can check the list of recipients of the act in the detailed view of each completed work order:


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