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Landscape Report and Side-by-Side Linking
How to Use Landscape Reports & Side-by-Side Linking Our new Landscape Reports feature gives you greater control over how your reports are displayed, making it easier to compare previous and current information while maintaining consistency across ...How to use Alto with TouchRight
How to Use TouchRight with Alto: Once you're connected to Alto, you're ready to start using it with TouchRight. Follow the steps below for how to use the integration. 1. Create an appointment in Alto This is created as a "general appointment" Select ...TouchRight Workflows: Alto Integration & Set Up
The integration is designed to remove unnecessary manual work from your day-to-day operations and streamline your inspection and reporting processes. By connecting Alto with TouchRight, you can: Automate data synchronisation – property, tenancy and ...Alto Integration FAQs
To make getting started as smooth as possible, we have answered some of the most common questions about the TouchRight and Alto integration below. Setup & Connection: Q: How do I connect my TouchRight account to Alto? A: Log in to your Alto ...Streamlining Your Workflows with TouchRight Integrations
At TouchRight, our goal is to help you build smarter workflows with less admin. By connecting your existing software systems with our reporting platform, you can eliminate manual data entry, reduce the risk of duplicates, and ensure a seamless flow ...
Popular Articles
Add Your Company Branding, Logo and Colours
New to TouchRight? Customise your account so reports can display your company branding: Logo, bespoke colour scheme, industry accreditations and more. Click the ‘Account’ tab on the left menu and choose ‘Settings’ from the menu. In Account Settings ...Add, edit and remove accreditation logos?
You have the option to add accreditation logos to your account which will be displayed on the front cover of every report that is created. You can add up to six logos. Please note, only Account Owners can add accreditation logos. Select 'Account' ...Can I customise the appearance of my Report PDFs?
Account Owners can change formatting settings to create uniquely branded reports, from bold, coloured and shaded text through to full document watermarks or specific cover images for certain types of reports. You can see a fully branded report ...Add shading to linked reports to separate current and past details
Show the previous report information shaded in grey in your final reports to make them easier to read. If you are using the 'linking' feature in TouchRight which allows you to link one report with another for comparison purposes, you have the option ...Add disclaimers/terms and conditions to reports
You can customise your account so that the reports you generate display specific company terms and conditions. Please note: that only the Account Owners have permission to do this. Two steps: Create the disclaimers in your TouchRight account Select ...