How to create and distribute memos

Updated over a week ago

To create a new memo, select +New Memo from the top right corner of the Memo page of any project. Just enter memo details and select Create Memo

This is what a completed memo will look like:

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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