Setup
You will need the following permission in your security group:
Can see all tasks.
Can reinstate remarks.
Upload documents.
Delete uploaded documents.
Click here to learn about permissions and security groups.
If you see this arrow, click to expand for more information!
If you see this arrow, click to expand for more information!
We will add additional information and images under these arrows.
How to view all remarks for all properties
1. Navigate to Customer Data > Remarks.
1. Navigate to Customer Data > Remarks.
2. Narrow down the list of remarks using filters: Open/Resolved, Severity, Quoted, Published, etc.
2. Narrow down the list of remarks using filters: Open/Resolved, Severity, Quoted, Published, etc.
How to reinstate a remark
Reinstate the remark only if it was resolved by mistake.
1. Navigate to Customer Data > Remarks and View the remark.
1. Navigate to Customer Data > Remarks and View the remark.
2. Click Reinstate in the Resolution section, then Enter an optional resolution notice and tap Reinstate again in the pop-up.
2. Click Reinstate in the Resolution section, then Enter an optional resolution notice and tap Reinstate again in the pop-up.
How to manage before and after photos of the remark
1. Navigate to Customer Data > Remarks and View the remark.
1. Navigate to Customer Data > Remarks and View the remark.
2. Click Documents in the top right.
2. Click Documents in the top right.
3. Click on the camera icon to select an image to attach or tap on the existing image to Rename, Download or Delete.
3. Click on the camera icon to select an image to attach or tap on the existing image to Rename, Download or Delete.
