Share a Purchase Order

To share a Purchase Order, follow the steps below.

Step 1:  Go to the Purchase Order register

Navigate to your Management module and click on the Purchase Order tool to access your project's Purchase Order register.

Step 2:  Click the overflow button

Click the overflow button on the right-hand side of a Purchase Order block and select "Share" from the menu.

Note: to select multiple Purchase Order notices, hover over the notice and click the checkbox on the left-hand side of the notice title.

Step 3:  Add recipients and share

Add one or more contacts you would like to share your selected notices by typing into the search field and selecting them from the list.

If the contact you are searching for isn't in your address book, click the "ADD NEW CONTACT" button to add them.

Note: you can search for anyone in your address book by contact name, email address, company name or tag. Contacts do not require a WeBuild account to view or download shared notices.

Step 4:  Notifications 

After sharing a Purchase Order notice, each contact receives an email notification like the one in the example below.

Recipients can click the "Download Notice" button to download the Purchase Order notice pdf and any related attachments.

Example: Purchase Order share email notification

Example: Purchase Order pdf file