Sharing and Tracking of Attachments lets you securely share documents and images uploaded to an inspection via a unique link, without sending full reports. You can see exactly when each recipient first and last accessed the attachment, helping you confirm receipt, follow up at the right time, and keep a clear audit trail for your inspections.
This feature is currently available with our Pro module; please contact our Sales Team to get this add this onto your plan.
1. Navigate to the relevant inspection from your online dashboard.
2. Click on the Uploads tab to view all documents and images attached to this inspection.
3. You can either:
Upload a new file if needed, or
Use an existing file and click the Share (link/share) icon next to the attachment you want to share.
4. Click on Contact to select the recipient:
Pick from existing contacts already linked to the inspection, or
Enter the email address of any additional person you want to share the attachment with.
Save your selection.
5. Click Click to Copy to copy the unique attachment link.
Paste this link into your own email or message and send it to the relevant party.
6. Once the recipient opens the link, the system will display First Accessed and Last Accessed timestamps for that attachment.
This allows you to confirm the attachment was viewed and see the most recent time it was accessed.
