To share a Punchlist notice from your register, follow the steps below.
Step 1: Go to the Punchlist notice register
Navigate to your Management module and click on the Punchlist notice tool to access the Punchlist register.
Step 2: Click the overflow button
Click the overflow button on the right-hand side of a Punchlist notice block and select "Share" from the menu.
Note: to select multiple Punchlist 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 sending a Punchlist notice, each contact receives an email notification like the one in the example below.
Recipients can click the "Download Notice" button to download the Punchlist notice pdf and any related attachments.
Example: Punchlist notice share email notification
Example: Punchlist notice pdf file
If you have any questions about Punchlist notices, shoot us an email at email@example.com and our customer success team will be in touch.
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