Lock, sign and send reports to tenants on the mobile app
Lock and sign reports on the app
- Once you have added photos and descriptions to your inspection areas and items, tap Preview report and upload data.
- Use the preview page to check all the information added is correct. Top tip: use the preview page to edit the report. Simply tap on the area you wish to edit and you will be returned to the edit report page.
- After previewing the report, go to Looks good - next.
- You will see 3 different options. Here you can upload the report to the website to save it in the server. You can continue working on the report from the desktop version and sign/lock the report there.
- To complete the report on the app, choose either: Lock report and generate final PDF or Send to tenants for signatures by swiping right, depending on whether you wish to receive signatures from tenants.
Generate the final PDF
- If you would like to lock the report and generate the final PDF without tenant signatures, click Lock report and generate final PDF.
- Sign by typing your name into the Your signature field.
- You can change the amount of blank signature spaces that are required.
- Complete this section by clicking Continue. This will begin the process of locking and uploading the report.
Send Reports to tenants on HelloReport App
- Follow the above steps to take you to the upload page.
- Swipe Send to tenants for signatures on.
- Sign the report by typing your name in Your signature field.
- Add the lead tenant information by clicking Tap to add details under Tenants.
- Type in the first name, last name and email address of the tenant and click Update tenant.
- Add other tenants, by clicking Add another tenant
- Finish by clicking Continue. The signature requests are sent to tenants automatically.
Updated on: 22/12/2023