All Collections
Automation Basics
How to Email Your Report to a 3rd Party
How to Email Your Report to a 3rd Party

Learn how to email your report to someone other than the client or agent.

Kevin Wagstaff avatar
Written by Kevin Wagstaff
Updated over a week ago

There are 2 ways to email your report manually.

1. Copy/Paste the URL

Click view the report

Then click on the URL of the report in the address bar. Right-click then copy.

Then paste this into an email and send!

2. Share Details

Scroll to the bottom of the Inspection Details page and click "Share Details"

Put in the email you want to send to, customize the body, and send!

Don't delete the "Inspection Details" blue button if you want to include the link to the client portal in your email! 

Did this answer your question?