You can upload and send your finished report within the 'Report Editor'


From the dashboard, select 'Jobs' 

 

Select your Job from the list and from the Job Details screen select 'Report Editor' from the tabs at the top of the screen.

 

In the 'Report Editor' quality check each section of the report using the 'Report Editor' screens on the left hand side and select 'Next and Complete' until to reach 'Upload and Send Report' tab on the left hand side of the screen.


Select 'Upload and Send' button to send the report to your client


On the next screen, select the document and the contact using the tick bxes