Add attachment within the report:

Screen Recording 2021-10-22 at 04.15.25 PM

Your clients will see it in the sidebar of the report when they click into the web view:


Add attachment as a report in the client view:

Screen Recording 2021-10-22 at 04.30.39 PM

The attachment will show as a report in the client/agent view:

1230 Caroline St NE 2021-10-22 at 4.41.26 PM


Did this answer your question?