SOR · Quick start 04

Check it, export it, send it.

Finish the report details, inspect the pages and share the PDF through the normal device share screen.

1 · Recipients2 · Preview3 · Check4 · Share
The PDF is the issued record.

Check the title, date, author, recipients and cover note before you export.

SOR report details and recipients1
1

Confirm who receives it

In the report, check “Recipients” and add any missing email address.

The progress card turns ready only when the report has its author, evidence, cover note and recipients.

SOR report preview2
2

Open the final pages

Press “Preview / PDF”.

The cover, observation order, photos, actions and page count now match the PDF you will issue.

SOR report observation pages3
3

Read through the report

Scroll through the pages and check the photographs and action details.

Press “Back” if anything needs correcting. Make the change in the report, then preview again.

SOR Export PDF button4
4

Export and share

Press “Export PDF”, then choose Mail, Messages, Files or another share destination.

Use the recipients already listed in the report when you send the issued PDF.

The issue flow

  1. Confirm the recipients.
  2. Open the final preview.
  3. Check every report page.
  4. Export and share the PDF.