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Texas Inspectors - How to Display the TREC PDF before the Web Report
Texas Inspectors - How to Display the TREC PDF before the Web Report

It is required to display the PDF report prior to offering the client your web report. Here's how!

Support Team avatar
Written by Support Team
Updated over a week ago

Do you use the TREC REI 7-6? Make sure you are compliant by offering the PDF link FIRST in the publishing email of your reports.

1.Click the Automation tab

2. Locate the Report ready: Client email

3. Click Edit Template for the Report ready: Client email

4. Type {{REPORT_PDF}} in the space before the inspection link and click SAVE EMAIL TEMPLATE

Here's how the final product will look in your emails to the client:


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