To email a document from AroFlo Field:

1. Open the record, e.g. a quote, task, purchase order.
2. Tap the More tab > Email, or the email button in the header, if available.
3. Ensure the details in the To: field are correct
   

   More info

   The recipient in the To: field will be the primary contact of your client/supplier/contractor, if they have an email address. To email a different contact, either:

   - tap to easily select a contact from the list. The list only includes contacts who have an email address listed, and a site contact if a location was selected.

   - manually type the email address in the field

   - tap to search all your contacts and select from Client, User, or Supplier/Contractor contacts.

   Remove recipient

   Tap x on a contact name or email address to remove them.

    

    

    
4. (optional) Tap to add CC or BCC, and follow the instructions above to add recipients
5. (optional) Tap for the From: field to edit the From email address or email address used to forward replies to. See Import Email Replies.
6. Edit the Subject and Body as needed. Alternatively, tap Select a template to use one of your company's own email templates.
   

   If a default email body template has been set, this will appear and the Select a template button will display the name of the template.

    

   Search/Filter

   When using email templates, use the search field to search by name or subject. Tap the (three dots) to toggle between them if necessary. Alternatively, tap any of the column headers to sort ascending or descending.

    
7. Tap to open the attachments area. From here, attach the relevant documents and close the window. (More on attachments below)
   1. Tap the relevant attachment (e.g. Quote or Jobsheet PDF) to generate.
   2. Tap Change Layout if you wish to select a different document layout from your available layouts.
   3. If necessary, select any other attachments to attach to your email (e.g. documents and photos attached to the task).
8. Tap Send Email.

To print a document from AroFlo Field:

1. Open the record, e.g. a quote, task, purchase order, or invoice.
2. Tap the More tab > Print PDF
3. Tap Generate PDF to generate a PDF of the file, e.g. Jobsheet PDF. Once generated, tap it again to preview. If you're not happy with the layout, use the dropdown in the Change Layout section to preview others. Regenerate the file if you need to.
   

   For Quotes, Invoices and Purchase Orders, you'll have the option to print the Jobsheet

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   If the task contains compliance items and/or purchase orders, you'll have the option to attach these as well. See below.

    
4. Tap the printer icon when previewing to select your printer and print the file.
   

To print a compliance form or purchase order that has been saved against a task:

1. Open the relevant item (task, quote, etc)
2. Tap the More tab > Print PDF
3. Tap the relevant section (Compliance Items or Purchase Orders).
4. Follow steps 3 - 4 from Print a document.