Creating a Docket

Click "REGISTERS"

Click "Dockets"

Click "Add New Docket"

Select the associated Project.

Choose the Technician responsible for supervising the work documented in the docket.

Choose the Jobs from which you want to import the associated deliverables.

Request that the client provide their signature using the signature pad.

Fill in the "Signatory Name" field.

Click "Add Email"

"Complete the "Name" and "Email" fields for each recipient you wish to send the docket to."

Click "Save"