Reminder: name the caption clearly so the client and the next conveyancer know what they are looking at.
Use the Snip button on the PDF panel to capture a clipping, or click Upload image above to add a screenshot from elsewhere (a real estate listing, a strata report, anything). Snips appear here and can be placed into specific sections of the letter of advice.
Everything flagged with the Add to punch point pill across the review lands here, and it all prints in the Punch Points summary at the top of the client letter. Add your own blank rows below for anything noteworthy that does not have its own pill.
Acting for:Purchaser mode flags contract risks and negotiation asks.
Expected run time is 2 to 4 minutes. The OCR runs first (30 to 60 seconds), discovery is 30 seconds, then every reader fires in parallel.
Snip reminder. While the contract is loading, take snips of the REA listing, any easements or restrictions on title, and the drainage diagram. Open the PDF panel, click Snip, drag a box, and assign each snip to its section in the right-hand panel. They will embed automatically into the client letter.