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Attaching Documents to Your Inspection Reports

With our Report Attachment feature, you can easily upload and include supporting documents—such as lab results, warranties, or additional findings—with your inspection reports. This ensures your clients and agents have everything they need in one place. Here’s how to use it:


Step-by-Step Guide to Attaching Documents

1. Go to the Inspection Order

  • Log in to your Inspector Toolbelt dashboard.

  • Select the inspection order you’d like to work on.

  • Click on “Documents” in the upper menu bar.

2. Upload the Document

  • Choose the file you want to attach from your device.

  • Important: The file name you use on your device will be the name that appears in the report menu.

    • Avoid long, unclear names with strings of numbers.

    • Use short, clear labels such as “Water Results” or “Mold Lab Report.”

3. Choose Which Report to Attach It To

Since you may create multiple reports for the same client, not all uploaded documents will automatically attach to every report. To choose which documents appear in the current report:

  • Open the report you’re working on.

  • Click the three-dot menu in the upper-right corner.

  • Select “Report Attachments.”

4. Select Documents to Include

  • A list of all uploaded documents for the inspection will appear.

  • Check the boxes next to the documents you want included in this specific report.

5. How It Displays in the Report

  • Web Report: Attached documents will appear as a separate menu item for easy access by clients and agents.

  • PDF Report: All selected documents will be automatically appended at the end of the PDF report.

Tips for Best Results

  • Keep file names short and clear.

  • Only attach documents relevant to that specific report.

  • Double-check the preview before sending the report to ensure everything is included as intended.

NOTE: THIS FEATURE IS NOT AVAILABLE ON OUR LEGACY REPORT FORMAT – IT IS ONLY AVAILABLE ON OUR NEW WEB REPORT FORMAT.

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