Adding Attachment as an Additional Document:

  1. On the inspection page, tap the + New button on the Additional Documents box

  2. Select the additional file you're wanting to attachment

Name the document with the with client-friendly facing name & tap Save Document

These attachments will appear in the Report View under "Attachments" and in the Client Portal View under "Documents" (see examples below)

Report View

Client Portal View


⚠️ Please note, additional documents won't be visible in the client portal view until Agreements have been accepted. ⚠️

Add Attachment as a Report in the Client View:

Need an attachment to show as its own report and not an additional document? Follow these steps!

  1. Tap the Attach button on the Reports box for the inspection

  2. Select the additional file you're wanting to attachment

  3. Name the document with the with client-friendly facing name & tap Save Document

These attachments will appear in the Report View under "Other Reports" and in the Client Portal View under "Reports" (see examples below)

Report View

Client Portal View


⚠️ Please note, adding attachments in Reports wont be accessible in the client portal until the report is published. ⚠️

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