How often are Concierge reports generated?

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2 comments

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    Brittany Welker

    How do I email the report to a client without copying and pasting it and then saving it?

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    Jaret Martens

    Hello Brittany,

    We recommend saving the report as a PDF, then emailing it to the client. This should be possible by using the 'Print to PDF' functionality within your browser.

    Regards,
    Jaret Martens

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