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If allowed in report administration setting, a field signature can be captured.
FieldDescription
Description
  • Optional free form description of the report being created
  • Saved as part of the report metadata
Notes
  • Optional note appearing on the report in the header
  • Limited number of characters available
Alternate Title
  • If allowed in report administration settings, an alternate user-defined title can be provided at the time of creating the report
Report Label
  • Optional
  • Select the label appropriate for how your firm has implemented labels
Include Discrepancy Log
  • Available when creating an Activity report
  • A current discrepancy log can be optionally included as part of the report
Capture Field Signature
  • If allowed in report administration setting, a field signature can be captured.
Digitally Sign Report
  • If allowed in report administration settings, the field report can be digitally signed
  • An additional username and password will need to be supplied when selecting this option
Capture Field Signature
Send Email
  • Allows for a report to be transmitted from the field via email
  • System will check to ensure SMTP server settings are defined in the Administration module first
FieldDescription
From (Full Name)
  • Full name of the person sending the report
From
  • Email address of the person sending the report
To
  • Email address(es) of the individual(s) the report is being sent to

Tip

If a Distribution List is defined in Project Specifications, the email addresses defined there will default into the To field.

Message
  • Message body of the email
Copy Me
  • Sends a copy of the email to the email address in the From field

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