Every report can be downloaded as a PDF or a Word file, for your records or to send another way.
On the web
- Open the report.
- Select Show PDF to view the signed PDF.
- Open More report actions for:
- Download PDF: the signed PDF.
- Download Word: an editable Word file.
- Download CSV: the data in a table section.
- Copy report link: a link to the report in PropelMapper for your team.
To download many at once, open Paper Trail, tick the signed reports you want and select Download with the count of PDFs.
On the phone
- Open the report and tap the ••• menu.
- Tap View PDF to read it, Share to send it through another app, or Download and then PDF or Word.
- In Reports, tap Select, tick several reports and share their PDFs together.
Paper Trail
Paper Trail in the sidebar has three tabs:
- Reports: every report and version, with reports waiting for a signature first.
- Documents: files uploaded to places and contacts.
- Sent: reports that have been emailed at least once.
Good to know
- The PDF is available once the report is signed. Word is available as soon as the draft is complete.
- Use Keep offline in the phone menu to keep a report readable with no signal.
Still need help?
Write to the PropelMapper team or book a call, and a person who builds the product will answer.