What are multi-document reports?
Multi-document reports are where your final submission is made up of multiple report documents rather than just one. An example is the Scottish Home Report which is made up of the Single Survey, EPC, Property Vendor Questionnaire and Mortgage Valuation. These can either be submitted as separate files to the customer or as a final merged document.
Adding the settings
Navigate to Settings > Survey settings > Select service.
Click the pencil icon next to the job you want to set as requiring multiple documents.
Tick to say multiple documents are needed for the job.
Press add document, name the document field and set what the customer and referrer can see / do (if applicable). E.g. for the Scottish Home Report, the customer should be allowed to see the PVQ and upload the document and for the single survey be able to view, comment and approve.
Once each document has been added you can tick to confirm if they should be merged into a final report. Press save.
You can then set the order in which the documents should be merged and add standard cover/title pages between each of the job documents.
Then on the job page, when you complete the job, the documents will merge into one final pdf in the order you specified.
Other settings
Integrations such as report writing and Survey Hub will require you to set which document in Survey Booker is linked to the document being created in GoReport. This then means that when the job is posted back from the other system, we know which job document on the job to save the document to.