Uploading Your Final Report and Supporting Documents
Once you have marked the inspection as complete, the final stage of the process is to upload the customer’s report.
In the ‘What’s next’ section of the survey page, you will have two options. One is to reschedule your estimated report upload date if you have been delayed for any reason. The other is to upload documents.
Click on “Choose files“. In the pop-up, you can select one or multiple documents to upload. If uploading multiple files they must all be selected at the same time.
Once you select your files, press upload and your customer will receive an email with a download link or a login link asking them to log in to download their files depending on your email template. The files will be uploaded as a Zip folder to save storage and make it easier for the customer to download from one link.
I need to upload another document
If you need to upload another document (e.g. you missed one off or the client requested more information) you can do so by pressing the upload button again after your first upload is complete. Note: you need to upload the new document and all the original documents. Your customer will have access only to the most recently uploaded files from their account.
I uploaded the wrong document / I need to delete an uploaded report or set of documents
You can delete a document from the system by pressing the red trash can icon next to the survey document link in the ‘What’s next’ section. This will delete the document from the system and any links sent out to customers will no longer work.
You can then upload a replacement document.
Are your jobs made up of multiple documents?
If you have a job that is made up of multiple documents that need to be merged together, you can use our multi-document report feature. This allows you to set up document fields for each document that needs to be submitted for the final report.
These can be uploaded individually with the option of merging them into a final document.