You can use this feature if the document has already been sent to the customer outside of the OutOnSite software. For example, if you downloaded the PDF and sent it directly to the customer from your email account, you can use mark the document as Sent to Customer to update the status of the document.
We generally recommend sending the document directly from our software so that the document can be tracked to check if it has been opened by the customer.
You can mark a document as sent to a customer by following the steps below.
In the following example, we are showing you how to mark a document as sent in the Quotes section. You can follow similar steps to mark documents as sent in the Jobs and Invoices section.
1. Navigate to Quotes and click the reference number of the required quote.
The Quote details page is displayed.
2. Click Mark as sent to customer.
The Mark quote as sent to customer dialog is displayed.
3. Click Mark as sent to customer.
The quote is marked as sent.
Note: The document is actually not sent to the customer but only marked as sent to the customer, if you would like to send the document to the customer please refer to How to Send a Document to a Customer?.
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