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

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

Screen Recording 2021-10-22 at 04.15.25 PM

In addition to being able to view the document in the Additional Documents box on the client portal your clients will see it in the sidebar of the report when they click into the web view:

6372 Creekside Ln my-inspection-company-209fa7978c 2022-02-18 at 1.21.10 PM

Add Attachment as a Report in the Client View:

  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

Screen Recording 2021-10-22 at 04.30.39 PM

In addition to being able to view this from the side bar of the web-based report, the attachment will show as a report in the client/agent view:

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


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