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View the Review Summary

In TripTix Web, you can easily view all information related to a finalized run record, including its PDF, addenda, attachments, completed forms, comments, fax history, revision history, and eTransfer history. Viewing all these details simultaneously occurs from a finalized run record's Review Summary page.

In reviewing the summary, if it is discovered that any element is missing from the run, such as an attachment or form, these can be added directly from the Review Summary page. If the added element impacts the PDF, the PDF readily updates to reflect the applicable addition.

To access the Review Summary page of a run record
  1. From any page, go to Run RecordsFinalized Runs.

  2. Locate the applicable run and clicks its associated Actions button.

  3. Select Summary. The Review Summary page opens.

As seen in a typical review pane, you have several options to make viewing the summary even more intuitive.

  • To display the sections in a top-versus-bottom fashion, click TTCDX_topandbottomview.png.

  • To display the sections side-by-side, click TTCDX_sidebysideview.png.

  • To open the summary in a new browser tab, click .

To attach a file, click Attach File. To add a form, click Attach Form. To add a comment, click Add Comment. Optionally, add participants that can comment on the record by clicking Invite to Comment.

If the summary appears accurate and does not require further additions, you can go to the Fax History section of the summary and click Fax. The Fax Record window opens and allows you to specify where to send the run and what content to include in the fax.

Optionally, from the Revision History section, you have the option of generating a PDF of a previous version of the run. To do so, locate the revision and click its associated Generate PDF button.

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Last modified
07:06, 27 Sep 2017



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