Exporting Lot Meta Data

It is possible to export all files (Mail, Documents, Transmittals, Packages, Defects, Forms and Checklist and attachments) related to a single lot to zip file from within the Lot details window by clicking the Export button.

The Lot export will allow all data within a lot to be exported into a Zip file. This is typically used as part of handover documentation for example, to the client.

All information in the Lot will be exported into PDF (mails included) – including attachments. Items will be named by the reference number applied within the system and a lot summary will also be exported – Lot number, status, title.