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This guide has been reviewed against our global client base and classed as relevant to all regions

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Available from version 12.170

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Configurable option for Enterprise customers
To request this option to be enabled on your system, click here to contact Reapit Support

A configuration option is available which automatically creates an email when a final inspection report is uploaded when using the document importer tool

The email generated is addressed to the landlord(s) using a specific template, which would usually contain a covering letter along with an attached copy of the PDF inspection document

To enable this configuration option, click here to contact Reapit Support

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Upload final report

An email will be generated when uploading a final inspection report (not

when uploading

a draft report) from the document importer

From document importer:

  • Select relevant inspection appointment and related final report
    Ensure document type selected is set to Final PI Report

  • Click Upload then click Yes to confirm upload

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  • An email will be created per final inspection document selected, the report is attached to the email and the landlord email addresses entered, where saved on the system

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Tip

From version 12.178+, this configuration will also automatically generate an email when uploading the final report via the inspection diary appointment, as outlined here:
Email copy of final inspection report after upload via inspection diary appointment - configuration option

For more information about the document importer, click here:
Import and attach documents in bulk via document importer - configuration option

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Excerpt
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Configuration option which automatically creates an email when a final inspection report is uploaded via using the document importer tool

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