There may be a few reasons why you may need to make adjustments to a finished report later on. Whether it's for updating a previous comment, adding a new observation, or simply making a small edit, don't worry, editing a published report is actually quite easy! You can either watch the informative video we have prepared on how to do it, or you can follow the simple steps we have outlined below.
How to Edit your Published Report
 💡Quick tip: Click on the video above to expand it in another window. |
1. Click the "Edit" button below the report that needs to be updated.
2. Make any necessary adjustments in the Report Editor. These changes will automatically be saved to the report and the client's view.
⚠️ If you are in Report Viewer mode, make sure to hit the "Save" button. ⚠️ 💡 If changes are not appearing in the PDF, try performing a payload rebuild by opening the report in the Report Editor, clicking the three dots in the top-right corner, and selecting "Force Payload Rebuild" from the dropdown menu.
Once your changes have been made, click the "View Inspection" button to go back to the inspection detail page.
Troubleshooting PDF Issues
If you encounter issues with changes not appearing in the PDF:
Open the report in the Report Editor.
Click the three dots in the top-right corner.
Select Force Payload Rebuild from the dropdown menu. This should update the PDF to reflect your changes. For persistent issues, manually edit the affected fields in the report.
How to Re-publish and Notify Contacts of Changes
If you need to re-publish a report or notify a client or agent about changes made to the report, just follow these simple steps to easily send out notifications of your recent updates.
 💡Quick tip: Click on the video above to expand it in another window. |
1. Once you've completed your changes using the steps outlined in the "How to Edit your Published Report" section above, simply click on the option to "Resend Email/Text"
2. If you would like to notify the client, check on the "Send Client Email"
💡 Tip: To adjust the email template or preview it, click "Edit"
3. Repeat the same steps for the Agent if you would like to notify them as well.
4. Once you have enabled and edited the notifications, go ahead and hit the "Send All" button.
FAQ
Do I need to re-publish a report if I edit it? No, the changes will automatically apply on the client's report view.
Why is my PDF not reflecting the changes? In some cases, the PDF does not update. When this happens, you will just need to refresh the PDF. This article will walk you through how to update your PDF to reflect the latest changes.
Why are certain changes or data missing in my PDF? Some sections, like "Supplemental Info" under the electrical system, are intentionally excluded from PDFs to prevent formatting issues. Additionally, delays in system updates may cause client information changes to not appear immediately. Performing a "Force Payload Rebuild" can often resolve these issues.
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