Sign, Share & Download Reports

Report Regeneration, Signing, Downloading & Sending#

Recreating and signing your report:

1. Once the report has been created, regenerate it at any time by clicking the "Regenerate" button located next to the Sign button.
2. When your final report is ready, click the "Sign" button.
3. A pop-up window will appear, prompting you to enter your electronic signature details.

4. After signing, view the signed report by scrolling to the bottom of the document.

Adding an Addendum After Signing#

1. Once your report is signed, the Sign button changes to Edit.
2. Next to the Edit button, click the three dots (⋯) to open the dropdown menu.
3. Select Add Addendum (or another option from the menu).

Share and Download your report:

1. Next to the Edit button, click the three dots (⋯) to open the dropdown menu.
2. Click Send.

3. Click Share Report. A popup will display the available platforms.

4. To download the report, click the "Download" button.
5. Choose your preference: With header footer or Without header footer.
6. Press Download. The file will download automatically to your device.