Report Document Management is where you control the individual .docx files that make up your final generated report output. Each document represents a section — these files are assembled in order to produce the complete report that gets sent to your client.
Accessing Report Documents
Go to Settings via the profile dropdown in the top-right corner, then select Report Template. The page is titled Report Documents with the description "Documents appear in your report in the order shown."
How It Works
Documents are listed by name in the order they will appear in the final merged report. You can upload new documents, replace existing ones, reorder them, and use placeholders to inject inspection-specific data at report generation time.
Only .docx files are supported.