You can only edit an issued record via the website. The apps do not have the ability to edit PDF documents.

  1. Login and find the job address linked with the record.

  2. Click on the "History" tab.

  3. Click on the button to the right of the record.

  4. Then click the "Edit" button that can be found above the record.

  5. Once you are done, you can choose whether to send the customer the updated record:

    a. "Approve" will issue and will not send an email.

    b. Approve and Email" will issue and will send an email.

These buttons can be found in the bottom right corner whilst editing the record.

If you need to edit the customer details on an existing record, you need to edit the customer's details first, then edit the record, make no changes, and re-issue the record.

The software will update the record with the new customer details when it is re-issued.

Did this answer your question?