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DOCUMENTATION CATEGORY

Publishing & Sharing

Publish reports, share links and PDFs, add initials, track PDF versions and make revisions.

Publish a report (and clear findings on hold)Review a report, publish it, and approve any flagged findings that are holding it back.Share hosted report links and PDFs with clientsSend a no-login report link, download full or summary PDFs, and share the Property Research Report.Revise a report after publishingWhat you can change after publishing, what's locked, and how to fix a genuine identity mistake.Add initials to a PDF and track PDF versionsStamp your initials on any page of a report PDF, and see every PDF version you've created.White-label branding: what your client seesWhich of your details appear on reports, what stays standardized, and how to update your branding.Rename, hide the header or delete a reportUse the report gear menu to rename a report, change its output settings, or delete it.