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Embedding Documents to Inspection Reports
Embedding Documents to Inspection Reports

You can attach PDF and Doc/DocX files to your report, and choose how and where it gets displayed on your report.

Adelle Naidoo avatar
Written by Adelle Naidoo
Updated over a week ago

Key Features: add PDF's, Word Docs and DocsX files to your reports. Choose how and where they display so that report info is easy to find and share.

Key Benefits: additional evidence or information can help in a dispute. Vital information and resources stored in one key document. Reports act as a single source for guides and instructions.

πŸ’‘ This feature allows you to upload your document(s) and it will appear as a unique link on the report; if you would like the entire document(s) to appear within the report, you will need to convert the document(s) to JPEG /PNG and attach as a picture to the required field.

*Your inspection has to be in the Active or Review status in order for you to upload files.

  1. Go to the inspection on your desktop dashboard and click on the Uploads tab:

2. You can then choose the files that you would like to upload to report from your device by clicking the 'Choose Files' tab:

3. As you upload the files that you want to include into the report, they will list at the bottom of the screen. We currently support PDF and Doc/DocX files.

4. You can further edit the file name or leave a comment on each uploaded file > click on the file that you want to edit:

Here you will be able to:

  • Caption: display an optional description of this file below the thumbnail in your report.

  • Section: choose the section/room this attachment should display and be referenced in your report.

  • Show Document on Report: this gives you an option to show a link to this file after the property images on the final report.

  • Document Name: this is the name that will appear for the document link within the report.

  • You also have the option to download or delete the file from the inspection.

πŸ’‘ If you switch 'On' the option to Show Document on Report, you will be able to add a Document Name:

Any documents that are marked to be shown will appear at the bottom of the report under the Documents section, with a link directly to the document itself.

✏️ NOTE:

If there is no document name added to the upload, the document link appear with a unique link. Here is an example of this below:

If you switch On the "Show Document On Report" >> you will have a Documents section at the bottom of the report that will display the document name and link that the viewer can click to download the document.

The document(s) embedded into the report will not display the full document on the report;

You also have the option to copy over files that were attached from a previous report for that property.

  1. Click on 'Copy From Previous Inspection:

2. Make sure that the files are not already included as they will be duplicated if already attached:

Once you click 'Yes, I'm Sure', all the files from the previous inspection report done on the property will pull through to the current report.

Troubleshooting tips!

For documents like Floorplans, etc. please ensure that they are in a PDF format and not in a JPEG/PNG format as the system will not recognise this and you will get the below error message:

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