Before you begin
Your organization needs a published document template and you need the relevant document access. Open the work order whose information belongs in the document. Only the information available to you is used.
Step by step
- Open the work order’s document generation page or Documents section when offered.
- Choose a Published template and Generate preview.
- Open Draft preview. Read the document carefully, including any information the preview says is unavailable.
- If you can issue the document, choose the available issue action and add the required details. An editable Word copy is a separate option where offered.
- Find the issued document in Documents and use Download PDF or the available Word download.
What happens next
The issued copy keeps its recorded contents. A later change to the work order does not silently replace it. If a correction is needed, an authorized person can issue a new version with a reason and keep the earlier version in the history.
Need a hand?
If there is no published template or document action, ask your administrator. Check the intended audience before issuing a copy. Downloading a document does not send it by email or create a public sharing link. Keep sensitive documents with the people who need them.
Still need help? Find support options.