Sharing Reports

Enviro-D reports are designed to be easily shared with clients, colleagues, and other stakeholders. This guide covers the various sharing options.

Sharing Options

PDF Download

Download the complete report as a professional PDF:

1. Navigate to Reports in your workspace
2. Select the report you want to download
3. Click Download PDF
4. Save to your device
5. Share via email, messaging, or file sharing

Best for:

• Email attachments
• Including in formal documentation
• Offline access
• Printing

Shareable Link

Generate a unique URL that provides read-only access to the report:

1. Open the report details
2. Click Copy Link or Share
3. The link is copied to your clipboard
4. Share via email, message, or document

Best for:

• Quick sharing without attachments
• Real-time access to current report
• Including in proposals or presentations
• Mobile-friendly viewing

QR Code

Each report includes a QR code:

1. Open the PDF report
2. The QR code appears on the cover page
3. Scanning the code opens the online version
4. Print and include in physical documents

Best for:

• Printed reports that need online access
• Property inspections with mobile access
• Including in marketing materials

Access Controls

Read-Only Access

Shared reports provide read-only access:

• Recipients can view the full report
• Recipients can download the PDF
• Recipients cannot edit or modify
• Recipients cannot generate new reports
• No account required to view

Link Expiry

Shareable links:

• Do not expire by default
• Remain active as long as your account is active
• Can be deactivated if needed

Deactivating Links

To stop sharing a report:

1. Navigate to Reports
2. Select the report
3. Click Manage Sharing
4. Toggle Shareable Link off
5. The link immediately stops working

Sharing with Team Members

Team Workspaces

Within a team workspace:

• All team members can view team reports
• Reports generated by any team member are accessible
• Team credits can be used by any member
• Activity is logged for audit purposes

Access Levels

Team members have different access based on their role:

Embedding Reports

In Documents

Include report links in:

• Word documents and proposals
• PowerPoint presentations
• Client advice letters
• Contract documentation

In Websites

The shareable link can be embedded as:

• A hyperlink
• An iframe (for web integration)
• A QR code image

Best Practices

For Clients

When sharing with clients:

1. Include context about what the report shows
2. Explain the risk indicators
3. Highlight any areas requiring attention
4. Recommend next steps if warranted
5. Provide your contact for questions

For Colleagues

When sharing internally:

1. Note why the report is relevant
2. Flag any urgent issues
3. Assign follow-up actions if needed
4. Use team workspace for ongoing collaboration

For Legal/Compliance

When using reports for formal purposes:

1. Download the PDF for permanent records
2. Note the generation date
3. Include with transaction documentation
4. Retain copies as required

Report Attribution

All shared reports include:

• Generated By - Account that created the report
• Generation Date - When the report was created
• Enviro-D Branding - Clear source attribution
• Disclaimer - Standard limitations

Privacy Considerations

What's Visible

Shared report recipients can see:

• Complete report content
• Property address and details
• All environmental analysis
• Maps and supporting information

What's Protected

Recipients cannot see:

• Your account details
• Your other reports
• Your saved searches
• Your credit balance
• Your team members

Sensitive Properties

For sensitive or confidential properties:

• Consider who receives the link
• Use PDF downloads for controlled distribution
• Deactivate links after use if needed
• Be aware that links can be forwarded

Tracking

Currently, Enviro-D does not track:

• Who accessed a shared report
• How many times a report was viewed
• When a report was last accessed

This may be added in future updates.