In this article, we'll guide you through the process of setting default customer and Real Estate permissions and configuring automatic email notifications for reports uploaded via the Report Writer Desktop or published Web Writer inspections that were started via appointments. We will also cover controlling what emails you and your customer receive after specific events.

Accessing Upload/Email Options

1. Login Inspector Dashboard
2. Click My Reports > Upload / Email Options
   

Default Permissions Assigned 

You have the ability to define default viewing and forwarding permissions for both Customers and Real Estate Professionals when a report is added to the dashboard with users attached. This feature helps streamline the process, but please be cautious:

1. Check off permissions
   
2. Click Save Upload Document Options
   

Automatically send report notifications

You can also configure the dashboard to automatically send report notification emails to users with the default viewing permissions you have set. However, we advise against using this option due to potential issues:

• If a report needs to be uploaded more than once, customers may receive multiple emails, impacting your professional image.
• The default permissions you've set will be used, and changing them later would require manual adjustment.
• Personalization of email content for customers or REPs isn't possible with this feature.

1. Check off the box for Send Report Notifications Automatically. Not recommended.
2. Click Save Upload Document Options
   

Inspector Event Notification Options

You can stay informed about your business activities by receiving HomeGauge email notifications. You can choose which notifications you want to receive or opt-out if you are overwhelmed. Here's how:

1. Select or deselect the notifications you prefer
2. Once you have your preferences set, click Save Inspector Notification Options
   

Customer Event Notification Options

You can control whether customers receive an email when they sign an agreement. If you wish to adjust this setting, follow these steps:

1. Select or deselect the option you prefer
2. Click Do not send an Email when an Agreement is Signed

Accessing Upload/Email Options

1. Login Inspector Dashboard
2. Click My Reports > Upload / Email Options
   

Default Permissions Assigned 

You can set default viewing and forwarding permissions for Customers and Real Estate Pros when a report is uploaded to the dashboard. 

Warning: If you do not want your Customers/ REP's to have the ability to view or forward documents as soon as the report is on the dashboard. If you want control over viewing and forward permissions for individual documents do not use this feature.

1. Check off permissions
   
2. Click Save Upload Document Options
   

Automatically send report notifications

You can automatically send report emails to users with the above default viewing permissions. 

We recommend that you do NOT use this option. Turning it on causes the following issues:

• If you need to upload the report more than once, the customer will get multiple emails, which makes you look unprofessional.
• The default permissions you use above will automatically be used, so if they need to be changed, you must still remember to change them.
• You do not get to decide which email is being sent or get to personalize the email for a customer or REP.

1. Check off the box for Send Report Notifications Automatically. Not recommended.
2. Click Save Upload Document Options
   

Inspector Event Notification Options

You can receive HomeGauge email notifications to keep in touch with your business. If you would like more notifications, or if you are receiving too many emails, you can opt in or out of them on your HomeGauge Inspector Dashboard. 

1. Select or deselect the notifications you prefer
2. Once you have your preferences set, click Save Inspector Notification Options
   

Customer Event Notification Options

You can control if customers receive an email when they signed the agreement.

1. Select or deselect the option you prefer
2. Click Do not send an Email when an Agreement is Signed