Layout settings: email template for distributing field reports

Quick links:

• How to distribute a field report?

• How to add a default subject line and body text?

• How to edit the "sender" name when emailing a report?

• How to automatically receive a copy of all distributed reports?

How to distribute a field report?

There are two ways to distribute a field report with ArchiSnapper:

1. From your online account, go to Field Reports and click on "Send report" in the right column:

2. Or from the App:

• Sync your field report

• Tap on the projectname >> Field Reports >> More >> Send from App:
  

How to manage the default subject line and body text?

• In the online account, go to Layout >> Edit >> 4. Email subject and body

• Add your default subject and body, use variables. Example: use the variable [site_name] to automatically fill in the project name.

How to edit the "sender name" when distributing a field report?

• In the online account, go to Layout >> Edit >> 4. Email subject and body.

• Edit the "from" field to the name you want to use. You can use your own name, your company name, or a variable like [report_creator_name].

• Click the save button.

How to automatically receive a copy for all field reports emailed

• In the online account, click on More >> Account settings (only available for admin users).
   
  
  

• Scroll down to "Field report settings"

• Add an email address in the "BCC email for reports" field.
   
   

• Don't forget to Save.

This way, all field report emails will also automatically be sent to this email address in BCC.

Questions? Support@archisnapper.com.