What are Email Profiles?
Email Profiles allow you to automatically send specific inspection reports to a dedicated contact outside of the location's primary contact. For example, if a fire department requires a copy of certain reports every time they are generated, you can create an Email Profile for that contact and attach it to the relevant location. From that point on, the assigned contact will receive those reports automatically.
How to Create an Email Profile
1. Navigate to Configure and select the Email Profiles tab.
2. Click New to create a new profile.
3. Enter a name for the profile that clearly identifies its purpose (for example: Fire Department Copy).
4. Navigate to the specific form or forms that should be sent to this contact.
5. Enter the contact's email address.
6. Click Save.
How to Attach an Email Profile to a Location
1. Navigate to the desired location.
2. Click into the Company Info section.
3. Click the Email dropdown and select the Email Profile you created.
4. Click Save.
Once attached, the assigned contact will automatically receive the specified reports every time they are generated for that location. No additional steps are needed on a per-report basis.