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Share Property Report or Summary Sheet by Email

Email report or summary sheet, mailto

Written by Joep Olthuis

AUTOPROP makes it easy to share Property Reports and Summary Sheets directly with clients or colleagues using your default email application.

Step 1: Create a Report

First, generate either a:

  • Property Report

  • Summary Sheet

Once the report is open, you're ready to share it.


Step 2: Generate a Shareable Link

  1. Click at the top of the report.

  2. In the Report Print window, click again.

  3. Wait for the report to finish generating.

When complete, you'll be presented with several sharing options.


Step 3: Send the Report

Click Send Private Link to Client.

AUTOPROP will generate a secure, shareable link and open your default email application with a pre-populated message.

Alternatively, you can copy the shareable link and distribute it using any communication method you prefer.


Step 4: Customize the Email

Your default email application will open automatically.

Simply:

  1. Enter the recipient's email address.

  2. Review the message.

  3. Make any desired edits to the subject line or email content.


Step 5: Send

Click Send in your email application to deliver the report.

Your recipient will receive a secure link that allows them to view the report online.


Tip

Sharing a private link is often faster than sending large PDF attachments and ensures recipients always have access to the latest version of the report.

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