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:
Report File Name 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!