PDF documents in Solmex

Solmex produces a number of printable PDF documents, each for a different reader: a sheet for a technician, a signed record for a file, a summary for a manager. This page lists them all in one place, with where each one is made and what you need to get it. Follow the link in each row for the full article.

#Before you start

• Every document carries your company's name and logo from Company Settings. Set them first so your documents look like yours. See Set up your company.
• A document shows only what its permission lets you see in the app. None of them is a way around a permission.
• Dates in every document are written DD/MM/YYYY.

#Documents about one job or one machine

#Documents for purchasing

#Reports for managers

#Reports emailed on a schedule

These three are made by Automatic reports. They are emailed to the people you choose, and any past run can be downloaded again from the History tab of Automatic Reports.

All three need Analytics: Schedule to set up, and the Business plan.

#Troubleshooting