This Help Article covers:
⚠️ NOTE: Only Locked or Completed CoC/ESC’s are available as email attachments.
If a Job has a Locked CoC/ESC on it, when you navigate to that Job's Sales Invoice or Progress Claim's "Email" compose pane, you will be notified: “There are Certificates available to attach”
To Attach a CoC or ESC to an Email
1. From the "Email" compose pane, Press the [ATTACHMENTS] button and Select the option “Browse existing files” to display the "Available Attachments" popup
2. From the "Available Attachments" popup, Press the Certificates Top Tab to display available Certificates
3. Tick the selection box of the CoC/ESC(s) to be attached, then Press the [ADD XX FILE] button to return to the "Email" compose pane with the CoC/ESC(s) attached ready to be sent with your email
⚠️ NOTE: Certificates in “Draft” cannot be attached to emails and will display a red bar to the left instead of a Selection box, they will require the owner of the CoC/ESC to “Lock” it to allow attaching.
