Email Links, PDFs, and CSV Files

Inspections can be sent via email 3 different ways: from the mobile app, Dashboard, and Inspection Data View page.

From the mobile app, a link to an individual inspection can be emailed by tapping the 3 vertical dots to the right of the inspection you want to send, selecting the recipient, and clicking “Send.” You can also add a comment from the mobile app.

From the Dashboard, a link to an individual (or multiple) inspection(s) can be selected by checking the box next to the inspection you want to send, then clicking the “Send Email” icon just above the list of inspections, entering the recipient, selecting which photos to include, selecting how long you want the link to remain active, and clicking “Send.” You can also add comments before sending.

From the Inspection Data View page, links are sent the same way as from the Dashboard.

PDFs of individual inspections can be downloaded from the Dashboard or Inspections tab by scrolling to the far right of the inspection you want to send, then clicking “PDF.” PDFs are often filed as backup records or emailed.

CSV files can be downloaded from either the Dashboard or Inspection Data View page. Inspections on the Dashboard can be sorted by various pre-set filters. Inspections on the IDV page, can be sorted by filters you create in the IDV page.

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