Client Authorization File

Owned by Troy Sweet (Unlicensed)
May 17, 2023
1 min read

When a client books a project the system automatically creates a file with a record of their authorization. The contractor can download this file if they need it for their records.

Downloading the authorization file.

  • Open the proposal and click on the Changes tab on the left side.

  • This will show a history of previous versions of the proposal.

  • If a version was approved by the client, the “Client auth” box will be blue and show the approval date.

  • To view the authorization file click the three dots on the right side of the version tab and click “Download authorization file.

    • This will load a PDF of the proposal and display the digital signatures of the company and client approvals.