Reports
Review the draft, sign it, send it to your client and keep every version on record.
- How do I review and edit the report draft?Open the report, check each section against its sources, and edit the text in place. Changes save on their own.
- How do I sign a report?Select Sign report, draw your signature or type your name, and select Approve and sign. Signing freezes that version and makes the signed PDF.
- How do I send a report to my client?After signing, select Send, choose recipients and add a message. Each person gets an email with the PDF and Word files and a link to confirm receipt.
- How do I download a report as PDF or Word?Open the report and use the menu: Download PDF for the signed report, Download Word for an editable copy. Paper Trail downloads several PDFs at once.
- How do I change a report after I signed it?Use Edit as a new version. Your change creates a new unsigned version, and the signed one stays exactly as it was.
- Where can I see a report's history?The Activity panel on each report lists the visit, captures, drafts, edits, signature, every send and the receipt confirmation.
- How do report templates work?Admins set up to 5 templates in Settings, Reports. Each sets the sections, writing style, language and who can use it, and can be picked by place status or category.
- How do I add my logo and letterhead to reports?In Settings, Reports, Report look, upload a PNG or JPEG logo and a PDF letterhead, each up to 5 MB, and set fonts, colors and margins.
- What languages can reports be written in?Templates write in English, Spanish, German or Afrikaans. A finished report can also be made in English or Spanish from Translate report.
- How do I get reports emailed on a schedule?In Settings, Scheduled reports, add a report, pick its type, frequency and recipients. It is emailed on that schedule.
- How do I combine several visits into one report?On a place's Reports tab, open Combined reports, select the visit reports to include and generate one PDF or Word document.
Still need help?
Write to the PropelMapper team or book a call, and a person who builds the product will answer.