This article will show you how to Share a Docket with a Customer
NOTE: Please ensure you have the correct user access as Docket Creator (Orders), Docket Creator (Jobs) or Docket Creator (Dockets). For more information, click here.
1. After you have filled in your Docket, the last column you get to is Review. In this screen, you can click the 3 dots on the top right hand corner of the screen and select "Share Docket"
2. You will then be able to manually type in a email address or Australian mobile number of the recipient you want to receive the Docket and then click Next.
3. You will then have the opportunity to specify the level of access you wish to grant the recipient for the Docket. You can choose from the following options: View the Docket (Viewer), Edit the Docket (Editor), or Sign and approve the Docket (Approver). After making your selection, click Done, and then proceed to select Share Docket.
