Create a Process Work Order: Documents

Create a Process Work Order: Documents

Summary: Add the documents you are serving using lists or free text.

Quick answer

Double‑click documents to select from a maintained list, or type a short list. Use codes if you enabled document abbreviations.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Open the **Documents** tab and double‑click items to move them into the order.
    media/process-order-documents-01.png

    [Insert screenshot for Step 1]

  2. Alternatively, use the **text box** to enter a brief document list.
    media/process-order-documents-02.png

    [Insert screenshot for Step 2]

  3. If your company picks up route documents, check **Documents picked up on route**.
    media/process-order-documents-03.png

    [Insert screenshot for Step 3]

Confirm it worked

Documents appear on the order and flow to the proof.

Troubleshooting

If codes don’t resolve, add abbreviations in **Maintain ▸ Documents**.

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