Attach PDF, Word (Doc/DocX) files to your reports, giving you control over how and where they are displayed.
Adding documents helps keep supporting information, compliance files, and reference materials in one place — making reports easier to review, share, and use in case of disputes.
⚠️ Important
Document uploads and embedding must be done via the online dashboard. This feature is not available in the mobile app.
Before You Start
The inspection must be in Active or Review status
Supported file types: PDF, Doc, DocX
Uploading Documents
Open the inspection from your desktop dashboard.
Navigate to the Uploads tab.
Click Choose Files and select documents from your device.
Uploaded files will appear at the bottom of the screen.
Editing Document Settings
Click on a file to configure how it appears in your report:
Setting | Description |
Caption | Optional description shown below the document thumbnail |
Section | Select where the document should appear (room/section) |
Show Document on Report | Displays the document as a link in the final report |
Document Name | The name shown as the clickable link in the report |
Additional Options | Download or delete the file |
Displaying Documents in Reports
To include a document in your report:
Toggle Show Document on Report ON
Enter a Document Name
💡 If no document name is added, the document will display as a system-generated link.
Once enabled:
Documents appear in the Documents section at the bottom of the report
Each document is shown as a clickable link
Viewers can open or download the file directly
How Documents Are Displayed
❗ Documents do not display their full contents directly inside the report.
Instead, they appear as downloadable links.
If you need the full content visible within the report:
Convert document pages into JPEG or PNG images
Upload them as photos within the relevant sections
Copying Documents from Previous Reports
You can reuse documents from previous inspections for the same property.
This is useful for:
Floorplans
Compliance certificates
Reusable reference documents
Steps
Open the inspection and go to the Uploads tab.
Click Copy From Previous Inspection.
Confirm your selection.
All documents from the previous inspection will be copied into the current report.
⚠️ Note: Ensure documents are not already attached to avoid duplicates.
Troubleshooting
For documents such as floorplans:
Upload them as PDF files
Do not upload as JPEG or PNG when using the document feature
If incorrect formats are used:
The system will not recognise them as documents
An error message will be displayed
To resolve this: Convert images to PDF format before uploading
FAQs
Why can’t I upload documents from the app?
Why can’t I upload documents from the app?
Document uploads and embedding are only available on the online dashboard. This feature is not supported in the mobile app.
Why isn’t my document showing in the report?
Why isn’t my document showing in the report?
Make sure:
Show Document on Report is enabled
A Document Name has been added
The inspection is in Active or Review status
Can I display the full document inside the report?
Can I display the full document inside the report?
No — documents are displayed as links only.
To show full content:
Convert pages into images (JPEG/PNG)
Upload them into the report sections
Why is my floorplan not uploading correctly?
Why is my floorplan not uploading correctly?
Floorplans must be uploaded as PDF files.
If uploaded as images (JPEG/PNG), they will not be recognised as documents.