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The Report Delivery Experience

This article shows you the new Report Delivery Experience, and customize what information shows to your clients!

Sydney Honda avatar
Written by Sydney Honda
Updated over a week ago

Under Settings -- Office Settings -- Interacting with my Clients and Agents -- Report Delivery Options you can customize the Report Delivery Experience for your clients.

From here you’ll be able able to customize things in three different sections: 

  • Page settings

  • Delivery Settings

  • Report File Name Settings.

Page Settings

This is where you can toggle the different buttons on and off, customizing your client’s report delivery experience. 

Note: the select all checkboxes work for each section they’re listed within.
Be sure to hit Save when you make changes!

Add Contact Information

Here you can choose what information about your company displays to the client including:

  • Showing Office or Inspector Contact information (or nothing)

  • The Company Logo at the top and bottom of the screen

  • The Company website URL

Add Agent information

Here you can toggle what agent information displays including:

  • Agency Contact info

  • Agent Bio Text

If you have any questions, click the chat bubble towards the top of your ISN or call us at (800)700-8112!

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