Quick Publish lets you make inspection reports accessible through the Client Portal without sending emails to clients or agents. This is ideal for managing multiple reports without triggering a "Report Ready" email for each one.
Publish All will send your "Report Ready" email to the client and agent, letting them know that their inspection report has been published.
Both publishing options are readily available on the Inspection Details page of your Spectora inspections! In this article, we'll show you how to use Quick Publish and Publish All for your reports.
Quick Publish
Quick Publish will make your report available through the Client Portal, but will NOT send any emails to clients or agents.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click the inspection to open the Inspection Details page
Click the 3 dots to the right of the report name
Click "Quick Publish" in the dropdown menu
Click "Publish"
A green paper airplane icon will show to the right of the report name once the report has been published
❇️ Pro-tip:
An advantage to Quick Publish:
Inspectors who have multiple reports, but don't want to send the Report Ready email when each report is published.
A disadvantage to Quick Publish:
If you do not use the "Publish All" button, your inspections will stay in the "In-Progress" box. You can always click Publish All and uncheck all email boxes so that nothing will be sent.
Publish All
Publish All will recognize your email settings and send your Report Ready email to the proper recipients.
🔴 Note: This will still happen if you have all notifications disabled! 🔴
Using Publish All, you can send one Report Ready email to a client even if you are publishing multiple reports.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click the inspection to open the Inspection Details page
Click "Publish All" in the Reports box
To send a notification to the client or agent, leave the "Send Email" or "Send Text" options checked
If you do not want a notification to be sent, uncheck the box for that email or text
Click "Send All"
A green paper airplane icon will show to the right of the report name once the report has been published
The Reports box will also show the date and time the report(s) was published
After publishing, the "Publish All" button will instead show as "Resend Email/Text"
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
