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How can I download or email a finalised report?
How can I download or email a finalised report?
Updated over a week ago

New to TouchRight?

  • Once a report is finalised, download it as a PDF or email it out from TouchRight.

Download as a PDF

  • Once you've clicked ‘Save and Complete’ to finalise your report, click the download icon to the right of the report:

Download-1

  • In 'Download Settings' choose from a number of display options for the PDF e.g. add contact details on the front of the report, landlord/tenant details etc.

  • Press the 'Download' button.

  • The report will open as a PDF.

  • Choose to save the report onto your own computer, or store in your back office system and attach as a PDF in your own email system.

Email the Report from TouchRight

  • Choose to email the report from TouchRight, by clicking the email icon to the right of the report:

Email

  • Choose to send a URL link inside the email, or attach the PDF.

  • Select the recipients from the available saved landlords or tenants, or you can input the emails separately.

  • Select the email template you want to use.

  • Click Send.

  • Click the speech bubble next to a report to see who it was emailed to and when.

For further guidance, please check out this video.

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