In addition to sending recommendations, you can also SAVE recommendations for future use.
- Click the Envelope Icon to open the Share window.
- Enter a Title for the PDF
- Select your desired template and enter any item notes
- Click SAVE.
View and Edit
To view your saved linesheets click on OPTIONS drop down.
Your linesheets will be listed by date and title.
Once you've opened your saved linesheets you can perform two actions...
- By clicking on the pencil you can open the products directly in the RECOMMEND tab, where you can add/remove products before sending or re-saving the linesheet.
- DELETE by clicking on the trash can, you will be asked to confirm.
Edit and Re-Save
When you edit a saved linesheet, you'll notice a few things on your CREATE LINESHEET popup...
- Your title has been saved.
- Your product notes have been saved.
You now have two SAVE options:
Update: overwrite the previously saved version.
Save a copy: keep the old version and save the new version separately.