Email copy of final inspection report after upload via inspection diary appointment - configuration option

Owned by Fiona Wilson, created
Last updated: Feb 14, 2024
2 min read

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

Available from version 12.178

Configurable option for Enterprise customers
However, if your system already generates an email following an upload from the document importer tool, no further configuration is required

This feature is applicable when configuration is in place which allows draft and final property inspection report documents to be uploaded to a property inspection appointment, as outlined here:

To request these options 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 via the inspection diary appointment

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

Upload final report

An email will be generated when uploading a final inspection report (not a draft report) from the inspection diary appointment

From inspection diary appointment:

  • Click Final Report

    Inspection appointment - final report to be uploaded.png

  • A window will be displayed to allow you to browse to the report on your device - double-click when found

  • The final report is uploaded to the Property Inspection (as indicated by the tick beside Final Report)

    Inspection appointment - final report uploaded.png

  • An email will be automatically generated - the report is attached to the email and the landlord email addresses entered, where saved on the system