Reviewing a report lets you view the client portal and the web report in the same way as the people you invite to view the shred results. It is a best practice to review and proofread your reports before you share them with others.
You can review the client portal and web report of a job from the mobile app or from your web account. Keep in mind that the mobile app uses a pared down version of the client portal due to running a small web browser within the mobile app. Your web account will show you the same exact experience and data that the people you invite will have.
To review your final web report follow these steps.
- Open the job and go to the Review tab.
- In the client portal, tap on the report you want to review.
- Tap on any section list entry to jump to that section of the report.
- Tap on any comment type in the report summary to filter by that comment type.
If you see any typos or errors you can return to the Inspect tab of the job to make the needed changes. Then return to the Review screen and jump to where you left off as in step 3.
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