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You can add an amendment in 2 ways:  

  • from the brief - this will link the two documents
  • from the Add New screen - this will link it to the entire Job Bag.

It is best practice to create an Amendment from the Brief as this will link the amendment and the brief together.

Find out how to:

Step-by-step guide


Adding an Amendment from a brief


  1. Open the brief that you want to amend. 

  2. Click the Shortcut Menu drop down.



  3. Select Amendment from the drop down list.



    Notice that the Amendment contains selected information from the related Job Bag. This includes the Client, Product, Element and others.

  4. Enter a short description of the amendment in the Reference field.

    In this example, Nail Promo 15502 Amendment was entered.



  5. Make all the necessary changes to the amendment, and change the document status in the Status field to Final.  
    Take note that when milestone dates or spec fields are updated on the amendment, it will automatically update the Job Bag.



    Notice that the Related Brief field shows a document number. This indicates the brief from which the Amendment was created.

  6. Click the Save button on the Toolbar when you have completed your amendment.





Adding an amendment from the Add New screen


  1. Open the required Job Bag. 

  2. Click the Add New button.



    The Add New dialog appears. 

  3. Click the Amend icon in the Document Types section.



    If you have an Amendment template created, you can select it from the Templates section to apply it to the Amendment form.

  4. Click the Create button.



    The Amendment form appears. Notice that the Amendment (Amendment For Job 2) appears under the Job Bag tree. This means that the amendment is directly linked to the entire job and not the brief.


    Notice that the Amendment contains selected information from the related Job Bag, including the Client, Product, and Element.

  5. Enter a short description of the amendment in the Reference field.

    In this example, Nail Promo 15502 Amendment was entered.

     

  6. Make all the necessary changes to the amendment, and change the document status in the Status field to Final



  7. Click the Save button on the Toolbar when you have completed your amendment.