Sign, review and share a report.

Follow the draft, signature, review, approval and delivery workflow.

For: Investigator and office

1. 01

   Open My account and draw and save your signature before submitting a report for review.

2. 02

   Open the case and create a report. Complete the text, details and photos that belong in the document.

3. 03

   Submit for review. This saves a copy of your signature and locks investigator editing.

4. 04

   The office reviews the content and either returns it to draft or approves it. Approval alone does not make a report visible to the client.

5. 05

   The office shares the approved report. The PDF includes a visual signature, date, verification code and SHA-256. Users in the client company receive a notice if notifications are enabled.

6. 06

   To withdraw a shared report, the office returns it to draft. The previous version is revoked and the new version must pass review again.