Photos & reports · 2 minutes reading time

Send a report via download email

Send your customer a small email with a protected download link instead of a large PDF attachment.

Send a report via download email: View in the customer portal or in the employee app with sample data
Example view · Click the image to enlarge.The screenshots show the German example interface. The instructions are available in your selected language.
01

Compile report

Open Create Reports on the correct property. Select all or individual completed work and control the scope of the documentation.

02

Check contact person

The contact person is suggested from the customer stored on the property. You can enter a different name for this shipment.

03

Check recipient address

Check the pre-filled email address. You can use another single address for this shipping. The stored customer data therefore remains unchanged.

04

Send via email

Select Send by Email. The system creates the report and sends a short message with a download button and a readable replacement link to the shipping service.

05

Wait for shipping notification

Let the processing complete. If you wait longer, you can check the shipping status offered. Don't rush to repeat the send if the status is still unclear.

06

Download to the recipient

The recipient opens the link and downloads the PDF without registering. The link is valid for 30 days and can be used multiple times within this period. After expiry, create and send a new report.

Frequently asked questions

Is the PDF still attached to the email?

No. The email remains small because the report is available as a protected download on the server. Therefore, reports larger than 5 MB are also possible.

Does sent successfully mean that the customer has read the email?

No. A shipping notice does not confirm personal delivery or read confirmation. If emails are missing, spam filters or a central company quarantine may be involved.

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