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Send inspection documents for an object to the FM portal

FM-Portal

IC1844
FM-Portal

To send audit documents to the FM Portal, all you need is any email account that allows you to send emails.

Procedure

  1. Scan the audit documents and combine them into a single PDF file.

  2. Open a new email message in your email program.

    Outlook email composition window showing recipient, subject, and attachment fields filled for sending inspection documents to FM-Portal
    Outlook email composition window showing recipient, subject, and attachment fields filled for sending inspection documents to FM-Portal

  3. Recipient: Enter the email address of the FM portal.

  4. Subject: Enter the subject of the email. In the middle, between four hash symbols, enter the barcode of the object to which the inspection documents refer.

  5. Attachments: Attach the PDF document containing the scanned inspection documents to the email.

  6. Email text: Enter your message here. It will be displayed as a comment in the object record.

  7. Send the email.

The inspection documents will be processed in the FM Portal and automatically delivered to your client via the FM Portal.

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