How do I send a report to my client?

You send the signed report by email from PropelMapper. Your client reads it without an account and confirms they received it with one link.

On the web

1. Open the signed report and select Send to your contact, or Send report.
2. In Send report, check To. Your contact’s email is filled in when the contact has one.
3. Turn on Send me a copy if you want one.
4. Under Add people, pick a Team member or type an address in Add email and select Add.
5. Add a Message if you like.
6. Select Send to and the number of people.
7. Delivery results shows Sent or Failed for each person. Use Retry on a failed row, then Done.

On the phone

1. Open the signed report and tap Send.
2. Fill in the same fields and tap Send. With no signal it shows Send queued.

What your client gets

• An email from [email protected] with the subject Report: and the place name.
• The signed PDF and the Word file, attached.
• A button, I received this report. It opens a page with Confirm I received this report. No account or password is needed.

When they confirm, the report shows receipt confirmed and the activity log shows Receipt confirmed.

Good to know

• Up to 20 recipients and a 5,000-character message per send.
• Each person gets their own email. There is no CC field.
• One confirmation covers the whole send. The first person to confirm counts.
• Your team’s office recipients are added on their own under Office.
• Use Send again to send the same report to someone else later.