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Generating an Inspection Report PDF

Managemate's application will generate professional and interactive Inspection Reports in PDF format, which can be saved for compliance purposes and shared with board directors for further discussion.

Written by Salim Dharssi
Updated this week

Fully Responsive User Experience Across Devices

Screenshots of Managemate's mobile application are used in this help article because inspections are normally conducted in the field / on-site at a property with a user's mobile phone.

When working with inspection activities on a laptop or desktop computer, similar steps apply.

1. On any page in Managemate, open the Calendar in your condominium's Workspace by clicking on the calendar icon in the top right of the page.

Opening the calendar in a Managemate workspace.

The calendar may be visible on your page without having to click the Calendar icon if you're in the Dashboard on a laptop or desktop computer with a large screen.

2. Navigate to the inspection activity you want to work with by clicking on the Name of the inspection activity, or by selecting the View option that appears when you open the actions menu for that activity.

Finding activities in the Managemate calendar.

By clicking on the name of an activity or the view option in the actions menu of an activity, you will be taken to the landing page for that activity.


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3. In the Landing Page for the inspection activity, click the More button and then select the Inspection Report PDF option in the menu that appears.

4. Customize the name of the inspection report as needed, then click Generate Report.

Customizing the name of the inspection report.

Managemate's system will work behind the scenes to generate the report.

Once the report is generated, you will receive an email with a link to your report and the report will be saved as a new Document in the condominium's Managemate Workspace, plus linked to the inspection activity.

5. Optionally, you can share the inspection report PDF with other users in your Managemate Workspace account by clicking the Share button when viewing the document containing the report.

Sharing an inspection report when viewing the document containing the report file.

7. Optionally, download the file by selecting the Download option in the Action Menu for the file, or by clicking on the Download button when previewing the file.

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