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How to Review and Accept an Order - Docketbook App

This article will show you how to Review and Accept an Order using the Docketbook App

NOTE: To access an Order to review and accept, you must be either an Administrator or a Super User for your Docketbook company. For more information, click here.

 

1. In the Docketbook app, tap Lists at the bottom of the screen. Then select Orders at the top and open the order labelled Review.

How to Accept Order App

2. Inside the Order, click the 3 dots on the top right hand corner of the screen, then select Review & Accept.

Review and Accept Order App 2

3. From here, you will be prompted to select a Docket Template to be used for the Order

Accept Order App 3

4. You will then be prompted to link the Order line items with your resources. Once your items are linked, you'll be able to click Next.

Accept Order 4

5. Review the order, then tap Accept Order at the bottom of the screen to complete the process.

Accept Order 5

If you have any questions or issues, please contact support@docketbook.com.au