No signup. A blank worksheet, not an app import file. Keep any completed copy private.
Select a relevant copy
A smaller relevant copy is easier to inspect. The actual generated file, rather than the intent alone, establishes what leaves the device.
Recipient and content scope fields
- Recipient
- Purpose
- Selected records
- Fields needed
- Identifier scope
- Photos needed
- Original attachments needed
- Final inspection
- Destination
A fictional invoice-only request
A fictional service request needs one item and its invoice. The owner excludes unrelated records and inspects the original attachment before sharing.
Manage the destination separately
No report setting can remove information from a recipient’s existing copy. Keep shared exports separate from your recovery backup.
Reviewed October 2, 2026.
Sources Coldbore on the App Store