How to View an Open Document While Creating a New Work Order

When creating a new Work Order, you may need to reference an open document, to do that:

1. In the Open Documents section, find the document you want to view.
2. Double click on the line/document you would like to preview.
3. A print preview of the document will open in a print pop up window. This will allow you to review it without interrupting your workflow.

Note: If you click on the Eye icon instead of double clicking on the row, the system opens the document in the invoicing program. This action takes you out of the Work Order Creation modal, and you cannot return to the Work Order you were attempting to open.