Publishing & Sharing
Add initials to a PDF and track PDF versions
Stamp your initials on any page of a report PDF, and see every PDF version you've created.
Some carriers and clients want the inspector's initials on each page of a form. You can stamp initials directly on the PDF for Four Point, Wind Mitigation and Roof Certification reports.
Add initials
- On the property page, open the report's gear icon and choose Add Initials.
- Choose Add Initials, then click anywhere on a page to place a stamp. Placement stays on, so you can add as many as you need across all pages.
- Drag a stamp to move it. Use the blue square to resize it, or the red × to remove it.
- Set the Stamp date if it should show a date.
- Choose Save PDF Version.
Saving creates a new PDF version. Earlier versions stay available.
PDF version history
Open the gear icon and choose Version History. It lists every version of the report's PDF in date order. Rebuilding the PDF and saving initials both add a version to the same history.
Use it to:
- confirm which version you sent to a client or carrier
- retrieve an earlier version if you need it
The property archive download includes the current initialed version of each published report.
Only place your own initials, and only on reports you're authorized to sign.
Verify property records and professional requirements with the appropriate official source.More in Publishing & Sharing