📄 Introducing Multi-Document Reports: Enhance Your Reporting Flexibility! 📝
Our latest feature is designed to revolutionise your reporting process: Multi-Document Reports.
This innovative addition allows you to create comprehensive reports comprised of multiple parts, providing unparalleled flexibility and customisation. Here’s what you need to know:
🔍 Set Up Single or Multi-Document Reports: Easily configure jobs to be single or multi-document reports, depending on your specific requirements and preferences.
📑 Customise Document Visibility: Tailor document visibility settings to meet your needs. Choose whether each document should be internal-only, visible to customers/referrers, or accessible for customer/referrer upload and approval.
📂 Merge or Keep Documents Separate: Decide whether documents should merge together at the end into one final report with standard title pages, or if they should remain as separate parts for greater flexibility and customisation.
📝 Pair Report Documents with Templates: Seamlessly pair a report document with a template in your preferred report writing software, enabling streamlined collaboration and ensuring consistency in your reporting process.
With Multi-Document Reports, you can create comprehensive and customised reports that meet the unique needs of each job, delivering exceptional results to your clients and partners.