<aside> π‘ When a report has been generated, the Actions Menu in the top right corner will provide users with several options for how to store or communicate that report with the customer and their agency.
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<aside> π‘ The Actions Menu is the same on all reports on both Origin and Destination.
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<aside> π‘ After generating a report, and collecting a signature (if required), in the top right corner, hit the Actions button
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<aside> π‘ Email: Sends report via email
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<aside> π‘ Email & Save: Sends via email and saves a copy to the device
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<aside> π‘ Print: Sends to a Blutooth printer
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<aside> π‘ Report Notes: text
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<aside> π‘ Print & Save: Sends to printer and saves a copy to the device
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<aside> π‘ Upload: Saves the report to the server
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<aside> π‘ Save to Library: Saves a copy to the device
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<aside> π‘ Device Email
<aside> π‘ Default (via HQ Driver)
<aside> π‘ Selecting this option will follow the same process as the standard Email method (see above), but it will also save a copy of the report to the Doc Library.
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<aside> π‘ Make sure the blutooth printer is on and connected to the device before attempting to print.
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