Download or email a finalised report

Download or email a finalised report

New to TouchRight?

  • Once a report is finalised, download it as a PDF or email it out from TouchRight.

Download as a PDF

  • Once you've clicked ‘Save and Complete’ to finalise your report, click the download icon to the right of the report:

  • In 'Download Settings' choose from a number of display options for the PDF e.g. add contact details on the front of the report, landlord/tenant details etc.

  • Press the 'Download' button.


  • The report will open as a PDF.

  • Choose to save the report onto your own computer, or store in your back office system and attach as a PDF in your own email system.

Email the Report from TouchRight

  • Choose to email the report from TouchRight, by clicking the email icon to the right of the report:


  • Choose to send a URL link inside the email, or attach the PDF.


  • Select the recipients from the available saved landlords or tenants, or you can input the emails separately.

  • Select the email template you want to use.

  • Click Send.


  • Click the speech bubble next to a report to see who it was emailed to and when.



    • Related Articles

    • What are the different custom options available to me when I download a report?

      Once you've created your PDF report and you click the 'download' icon, you will see a Download Settings menu, where you can select what information you'd like to display in your report. Depending on what information has been added against the ...
    • Create a Report in the Office

      This is a great way to get a head start on your report before you visit the property. Creating a report on the dashboard is useful in a number of different scenarios: You already have a lot of knowledge about the property, and you want to be able to ...
    • Download maintenance issues

      Find out how to export your maintenance issues into a csv To access the issues area in the dashboard, click on the 'Issues' tab in the left hand side menu. All individual issues will be listed, and a number of tasks can then be carried out: Create ...
    • Change Email Sender Settings

      Configure your email settings within your TouchRight account, to send emails using your own email server. It's possible to send a number of different emails from your TouchRight account, for example: Email an appointment reminder to tenant or ...
    • Display previous report information in my downloaded report

      The 'linking' feature allows you to take the previous report information with you when completing your report, so that you can see what you said last time for comparison purposes. Once you have edited and finalised your report on the dashboard you ...