Setup an email template - Ur Audit

Setup an email template

  1. Click on the ‘Template’ tab on the left corner of the menu bar.
  2. Click on ‘Actions’ or ‘…’ in the last column.
  3. Choose ‘Email Template’ from the options.
  4. Fill in the required fields to set up an email template for sharing inspection via email.
  5. Click ‘Save.’
  6. Press the ‘Inspection’ tab on the menu bar.
  7. Select any saved inspection and click the ‘Actions’ button to open a list.
  8. Opt ‘View Report.’
  9. Click on the ‘Share Report’ button or edit the template before sharing.
For further instructions see the video
Setup an email template Setup an email template

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