To use the Sample Report Feature in ISN, you'll need to set the feature up first.
Click here to see our help article on setting it up.
After the feature is set up you'll be able to send the Sample Report to your agents and/or clients in one of three ways: From the ISN Mobile App, by sending the email template from an order, or via the Real Estate Professional Dashboard (RED).
Sending from the ISN Mobile
In your mobile ISN you'll see a button on the main screen where you can send the sample report:
Then on the next screen, you can View your loaded sample report, or enter any emails you want to send that report to (multiple emails should be separated by a comma)
Sending from an Order
On the Order Info page click on the Actions dropdown and select Send Email Template
Then on the email template sending page select your Sample Report email template from the dropdown at the top of the page, enter your recipients' email addresses, and click 'Send Email Template'
Viewing Sample Reports from the RED
Agents with their own Real Estate Dashboard Link are able to view sample reports if you have that feature enabled.
From the RED they can open their side menu and tap the option View Sample Report and it will open the sample report PDF right on their current device!
If you have any doubts or questions about this process please let us know!
You can reach us by chat, email at firstname.lastname@example.org, or phone at (800) 700-8112.