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How do I issue a report and deliver it to the principal?

  1. Set the file to the status Reporting. From then on, the required survey fields must be filled in. → File
  2. Write the sections on the Report tab, with your office's standard texts or a draft proposed by the AI, and click Save sections. → Report · Propose a draft
  3. Review the report with Report (PDF). Nothing is saved or sent yet. → Report preview
  4. Click Issue report. The report becomes version 1, with its fingerprint, and never changes after that. → Issuing and sending the report
  5. Click Send. The principal receives the PDF; the email is recorded in the file's journal.
  6. Need to correct something? Use Issue new version and give a reason. The previous version is kept.

See also: How do I put our logo in the report?