Document’s Items Tab

Certain documents (ex: PunchLists, Meeting Minutes, Commitments, Payment Requests, and Change Orders) can include itemized lists of information. An itemized list is created and appears on the document’s Items tab.

Quick Edit
Item tabs allow you to make changes to certain fields directly in grid view (ie, without needing to expand the Item first).

Text Editor
Wherever the icon appear in grid view, you can open the text editor for that field. Depending on the field, the text editor might offer formatting options.

Items Options Menu
The drop-down menu on the Items tab offers the following options: