Send a project confirmation for a Classic project

Owned by Oksana Vishchuk
Last updated: Apr 19, 2024 by Damian Rozmiarkowski
2 min read

  1. Open the Classic project in question.

  2. Go to the Project display → Documents tab → Receivables section.

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  3. If you want to send confirmations for selected tasks, check the boxes next to those tasks.

  4. (Optional) To send the confirmations for review to another Home Portal user, go to the Send Project Confirmation for Review section.

    Documents4.png

    • Select a Reviewer from the drop-down list.

    • Click the Send Project Confirmation for Review to send the confirmation to the selected reviewer. To edit the e-mail sent to the reviewer, click the icon.

    • Click the Send Selected Tasks for Review to send the reviewer the confirmations for the tasks selected in the Receivables section above.

  1. (Optional) To preview a project confirmation before sending, click the icon in the Edit and Send column. The E-mail Test pop-up window appears where you can edit the e-mail sent to the client along with the confirmation.

    • Provide the necessary changes.

    • Click the Send button.

  2. To send confirmations for selected tasks, click the Send Confirmation for Selected Tasks button.

  3. To send the confirmation for the whole project, click the Send Project Confirmation button.

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