Step Six 

The templates created in Step Five are used to complete order confirmations (sometimes referred to as assignments).  Once workers are added and templates are created, this a quick and easy step to complete.  


Note: Anything listed below that is highlighted in blue and underlined can be clicked on to take you to a QuickGuide, Training Video or additional resources with step by step instructions.

Click on the following link to access a quick guide and video for more information.

CLICK HERE to register for a live training to learn more about creating templates!

Visit Orders - Create, Change and Close Orders Orders for more information on: 
  • Making Changes/Updates to Order Confirmations
  • Closing Orders 
  • Frequently Asked Questions