Reports sharing options

docu tools Service Team
docu tools Service Team
  • Updated

You have the flexibility to obtain reports in PDF, Word, or Excel formats. Once downloaded, these files can be easily attached to your emails for sharing with the relevant parties. However, for larger reports, email attachments may not always be practical. To address this, we've introduced a convenient sharing option that allows you to generate a link for direct file download.

This feature enables you to seamlessly share reports from your iPad without requiring the use of the web app.

Downloading a report as a file

  1. Navigate to the list of reports.
  2. Click on the Download icon corresponding to the report you want.
  3. For Word reports, you can choose the file format (PDF or Word), while Excel reports are downloaded directly.
  4. Click on Download.

Download a report

Sharing reports

  1. Access the reports list.
  2. Click on the Share icon for the desired report.
  3. Two sharing options are available:
  • Directly send the link by entering an email address in the provided field and clicking Share. Your email client will open with a pre-filled email text.
  • Copy the link using the provided button Copy link and paste it into your email.

Share a report

For a comprehensive understanding of this feature, you can also explore the part of our live webinar dedicated to sharing reports at this link.

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