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Fiona Hardy

Fiona Hardy

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Upload final report

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

  • 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

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 on about the document importer tool, click here:
Import and attach documents in bulk via document importer - configuration option

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