Learning level
60/100
Learning level
60/100
Guide type
User Guide
Audience
Lite users
Sections
3
Use the built-in document sharing workflow to send prepared business documents from Lite transaction screens.
What this guide covers
Quick facts
The current Sales, Purchase, Quotation and money-entry workflows include document sharing support.
Open the transaction and verify party, date, items, amounts, taxes and notes before generating or sharing the document.
Use the sharing control to hand the document to the apps or destinations available on your device.