To create a new memo, select + New Memo:

Enter memo details and select Create Memo

Once a memo has been created, you can take several actions: 

  1. Manage Recipients: allows you to add/remove recipients for easy memo distribution 
  2. Delete: delete the memo
  3. Add a Follower: add a contact to the document for visibility
  4. Mark as High Priority: marks the change order as a high priority
  5. Attach a File: allows you to attach an additional file
  6. Export PDF: allows you to download the change order as a PDF
  7. Send an Email: allows you to send the change order to an email 

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