The PDF is the copy of record. It matches what you signed, with your logo, photos and signature in place. The Word file is for clients and colleagues who want to quote from it, paste a section into their own paperwork or file it in a system that expects a .docx.
Signing locks the version that went out. If someone edits the Word copy afterward, the signed report in PropelMapper does not change, and its activity log still shows what was sent, to whom and when.
A farm report, which gathers a farm's visits into one document, downloads in both formats as well. Readings from the Metrics grid export separately, as CSV or Excel.
Every recipient gets a link to confirm receipt with one tap, without signing in. Each person on the send list gets their own email with both files, and you can switch on a copy to yourself. The place’s contact is already filled in when the send dialog opens.
Review and send from the report
Find the visit in Visits or the report in Paper Trail, Reports on the web. Read the draft against the original notes and photographs before signing. Report templates are configured for the team, with branding and language settings, so check that the selected report fits this kind of visit.
The send workflow attaches both document formats. Review the recipient and the version being sent, then use the report activity log to follow the send and acknowledgment events. The acknowledgment confirms the report arrived. It does not approve the advice or authorize a proposed repair.
Choose the file for the next reader
Use the PDF when the reader wants the finished document. Use DOCX when their process needs an editable document or a passage they can place into other paperwork. A downloaded file that someone edits becomes a separate copy, and the signed report in PropelMapper stays as it was.
A document export is different from a structured-data export. Readings can come from Metrics as CSV or Excel, and contacts have a CSV export. Teams that use the photo gallery can download a place’s photos, or a date range of them, as a zip. There is no customer API, so data leaves PropelMapper as these files, downloaded by anyone on the team who can see them.
Last checked: November 6, 2026