Custom Documents
Creating a New Custom DocumentUsing a QR Code to Begin a Custom Document Log into your iReportSource mobile app Tap QR Scanner: 3. Scan the QR code: 4. You will be taken to the blank Custom Document: You can take or upload photo
Creating a QR Code for Custom DocumentsUpdated 10/18/2024 Custom Documents can be started on-demand on both mobile and web, or they can be started on mobile using a QR code. By using the QR code, you don’t have to worry about the person cr
Creating/Managing Custom Document TemplatesNOTE:Only administrator users have the ability to add/edit custom document templates. Creating a New Custom Document Template Log in on the web at https://www.ireportapp.com/login 2. Choose your locat
Custom Documents: Creating/Viewing from the Mobile AppUpdated 03/10/2026 1. Log into the iReportSource app 2. Click on the menu icon: 3. Choose Documents : 4. Click Custom Documents: 5. You are taken to a page that shows all previously-submitted custom d
Downloading/Printing Custom Document PDFsDownloading and Printing a Single Custom Document 1. Log in to iReportSource on the web at https://ireportapp.com/login and enter your dashboard. 2. On the left-side menu, click on Document Repository
How to Export Custom Documents Data to Excel or PDFUpdated 10/15/2024 Exporting Custom Documents CSV From your Home Page , click on the Document Repository menu to the left and choose Custom Documents: 2. Click on Page Actions and choose Export Custom
Managing Submitted Custom DocumentsUpdated 10/18/2024 This selection of articles will guide the user in how to manage submitted Custom Documents on both the Mobile and Web versions of iReportSource, as well as how to Archive and how to
Reviewing Submitted Custom DocumentsUpdated 9/26/2025 Viewing on the Web Log into iReportSource at https://www.ireportapp.com/login Access your Home page by choosing a location Click on Document Repository in the menu to the left, and s