You can print or download in different formats including:
PDF: Downloads a PDF report.
Multipage Image: Downloads as a .TIFF Image. If you are only getting the first page of the report, try opening the file in another application like windows media player or something similar.
Spreadsheet: Downloads an excel spread sheet. You may have to enter your username and password for the application for Microsoft to verify you. This is a Microsoft security rule not ours.
Microsoft Word: A word document that you can manipulate further if you require.
A list of your Policies.
Print out a list of your Policies: On the records page choose Grid view. Now click or tap into the circle to select all your policies. Press the “Print Reports” tab at the top of the page and select the format you want printed out, we suggest spreadsheet which is easy to manipulate.
Print a complete Policy Record
To be able to email a policy to a worker or contractor you’ll need to download it to your phone or computer. If they have a workers login they can access all the related policies from their own device. (see the users section on how to create users)
To do this select the policy you want to print either hovering over the record until the 3 dots appear, press on the 3 dots and choose Select
OR… just pressing on the record it will open at the review screen.
Once the record is open, click on the uploaded policy document. The document will then download to your device.