Requests
Downloading the Cover Sheet
Generate and download a PDF cover sheet for a request
The Cover Sheet is a formatted PDF summary of a request, used for physical filing or as a cover page when attaching printed documents.
Generating the Cover Sheet
- Open the request.
- Click Download Cover Sheet.
- The PDF is generated and downloaded immediately.
Cover Sheet Contents
| Section | Content |
|---|---|
| Header | Company logo, request number, date |
| Request Details | Subject, requester, requested date, estimated amount |
| Justification | Full description from the request |
| Line Items | Itemised list (if the request was itemised) |
| Approval History | Table of all approval steps with approver names, actions, dates, and statements |
| Attachments List | Names of attached files |
Use Cases
- Physical filing alongside printed invoices or delivery notes
- Submission to an external auditor
- Providing a paper trail for procurement decisions
Cover Sheet vs. Order PDF
The Cover Sheet is a summary of the internal request and its approval history. The Order PDF (Downloading an Order PDF) is the formal purchase order sent to the supplier. Both can be generated independently.