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Client Authorization File
Client Authorization File
- Troy Sweet (Unlicensed)
Owned by Troy Sweet (Unlicensed)
May 17, 2023
1 min read
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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.
