Welcome,
Guest
|
|
Can multiple emails be Cc'd when sending a report via upload?
|
Please Log in to join the conversation. |
|
Can checked boxes and remarks be saved to a templete so they are already in the templete when starting a new report?
|
Please Log in to join the conversation. |
|
No only one to client and one to second party which is usually the Agent.
You could of course send a link to the report in your regular email with as many as you wish. |
Please Log in to join the conversation. |
|
"Can checked boxes and remarks be saved to a templete so they are already in the templete when starting a new report?'
No, but you can save any report to be used as a template. This means you can set up a fake report with whatever you want clicked in it. If you have a certain older report that typify s a certain building style you can create a copy and rename it in your files to be used over and over as long as you make sure to always have 2 copies of that pseudo template. The problem with pre-clicks is that there are so many variations that you may forget to change a couple in the next report but at least there is a workaround for trying it . |
Please Log in to join the conversation.
Last Edit: by Bob Elliott.
|
|
That is true, but not very efficient.
|
Please Log in to join the conversation. |
|
Yes you can do that. But when you use that fake report as a template and send it, you need to make another fake report to use again. So it really defeats the purpose. Creating a template for each report is very time consuming. It would really make completing a report a much faster process. Just by adding in the actual new conditions and findings to the new inspection. Not having to add in the same things each time that each property has.
|
Please Log in to join the conversation. |