Tips and Tools for Account Owners
As an Account Owner, you have full access to manage and brand your TouchRight account. There are a number of useful features to help you do this, simply click on the links or images below to download the full user guides to find out more.
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5 Tips to Make the Most of Your TouchRight Plan (Estimated reading time: 2 mins)
Now that you've signed up for a TouchRight plan — nice one! — let’s make sure you’re getting the most out of it. Here are 5 quick wins that’ll save time, cut admin, and make your reports look top notch: ? 1. Brand your reports Add your logo, brand ...How can I bulk change the status of reports in my account?
If your team have had a period of time where they have forgotten to finalise reports or have been particularly busy carrying out inspections, it’s possible to finalise those reports in bulk within a couple of clicks. This will help to keep your ...Signable Integration Set-Up
TouchRight integrates with Signable, one of the leading eSignature software platforms for business. Signable enables companies to get documents signed legally, quickly & securely online with electronic signatures. What does the connection allow? With ...The Depositary Integration Set-Up
The Depositary enables you to get your tenancies from notice to refund quickly and easily. On average member agents return deposits 1/3 faster and see their workload reduce by as much as 90%. What does the connection allow? The integration with ...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 ...