Reports, documents and emails Pro: DNO Application via Connect Direct This guide applies to pro versions of Easy PV. Read more about what you gain with pro.  Easy PV Pro’s DNO application feature allows you to effortlessly create and submit a DNO application directly based on your Easy PV design. It will take information from your project to pre-populate some of the fields in a specially designed online form. Making an Application It is possible to begin the DNO application form once you have completed the design stage of your project and you have a bill of materials. At the Project Overview screen select  Start on the DNO Application box on the right-hand side. Further info on form sections MPAN number Firstly you need to fill in the customer’s unique MPAN number . This is the 13 digit unique identifier found on the customer's energy bill.  Once this is filled in, Easy PV will add the correct DNO for that address (this can also be set manually). If your DNO is not listed, you can select "Other/IDNO". Connect Direct will use the MPAN to ensure that the application is sent to the correct DNO. Customer info Your customer’s name, address, and contact details along with your own details will be pre-populated here (provided you have entered this data earlier in the design phase). These can also be edited or added here if required. Device information Easy PV will also have pre-filled the device type and unique reference number for the component that has been used in your design. At this point, you need to choose an Installation Date. This date must be in the future , as only pre-installation applications are supported by Connect Direct. It is then possible to input details of any devices that may already be installed at the customer’s property, for example, an existing AC charger. Supply details For the last section ‘Supply Details’, all of these fields will need to be filled in by you as the user. You need to upload a clear image of the 'cut-out' of the electrical supply for the property, something like the image shown here. This image will then be verified and checked so it will need to be accurate  Once all other fields are completed, you can press submit application, which will automatically send the information as a formal application to the designated DNO. Status of the application  You will receive updates from the DNO directly about whether the application has been rejected or approved. You can also view the status of your application from the project overview screen and refresh to check back for updates. Amending an Application In most circumstances, an application can't be amended. If you make an error in your application, you should submit a new application. If your application has already been approved by the DNO, and you have not yet submitted commissioning details, it can be amended. You can do this by visiting the project overview, and clicking the Amend Application button: This will return you to the application form, where you can change your answers to any of the questions. Please note that the MPAN, Address and Post Code must all remain the same as the original application. Unlike when making a new application, it is allowed for the installation date to be in the past. Once you have made your amendments, you can press submit application, and the amendment will be sent to the DNO to be reviewed again. You can track the status of the amendment on the project overview page. Sending Commissioning Details Once the device has been installed on site, you should submit commissioning information to the DNO. You can do this by visiting the project overview, and clicking the 'Send Commissioning Details' button: The information required depends on the the size of the application - Easy PV will automatically determine which form to use, based on the information sent in the original application. Simply answer all questions presented to you, and press "submit details". You can track the progress of your submission from the project overview. Adding Attachments  For larger applications, you must provide a circuit diagram for each power generating module. These can be uploaded from the Project Overview page, using the Upload button: Alternatively, the Schematic tool in Easy PV will automatically generate a circuit diagram based on your design. Make any necessary adjustments to the diagram, and press the PDF button in the schematic task to generate a PDF that can be saved to the project. Once you have uploaded or saved a file to your project, you should be able to select it from the drop-down, and complete your submission. Pro: Survey and installation record tasks This guide applies to pro versions of Easy PV. Read more about what you gain with pro.  The survey task allows the surveyor to enter all information required to plan out the installation in one location. Surveyors can answer the questions and add additional comments. Information is pulled through from the survey to a scaffolding request form which you can also access from the  Forms drop-down. The installation record works in many of the same ways as the survey task, it instead allows you to keep a good record of your install should any issues arise in the future.  In both forms you can upload images and apply image annotations. A PDF report of the survey and installation record can be generated from the reports drop-down in the main navigation. Accessing and filling out the survey and installation record From any project, click the Tasks option in the main navigation menu, then select Surveys or Installation record .  Filling in survey and installation record Both forms are divided into sections that can be viewed and navigated between using the right-hand menu.  On the left, for each section you'll see each question to answer:  If you think an important question is missing from the survey or installation records, get in touch at help@easy-pv.co.uk .  Uploading and annotating an image There are various places throughout the survey and installation record where pictures can be uploaded and annotated. Click on the  Upload Images box and it will bring up the option to upload a picture from your files. If you are on a mobile or tablet device it will give you the option to take a photo. You can repeat this step to add multiple images. Note that HEIC files (usually from mobile devices) are not supported at this time. If your phone, tablet, or camera is set to save pictures in this file format, please change this to save .jpg files in settings. Once the file has been uploaded, you can click on the picture to bring up the annotation options .   Use the bin button to delete annotations or the whole image.      The cursor lets you select annotations you have added to the image.     The pencil allows you to draw or write free-form.     The ‘ T ’ is used to create a text box.     The arrow lets you draw an arrow.     The colour box is where you can change the colour of annotations.      The tick mark saves your annotations and exits the annotations editor.  The green bar at the left indicates which tool you are currently using. Accessing your survey and installation record as a PDF report After the form is complete, the report can be found in the Reports drop-down.  You can then scroll through the document with all your inputs, save as a PDF or save to your project's document storage  Pro: Document Management This guide applies to pro versions of Easy PV. Read more about what you gain with pro.  With Easy PV Pro's document management options, all project files – surveys, proposals, reports, customer documents – can be stored in one place, with no need for a separate QMS system. This allows you to keep track of everything you need for a project in one place. Documents uploaded here can also be attached to any emails sent within the Easy PV . The document management section can be found at the bottom left of the project overview. Uploading files to the document manager Files can be saved directly from a project or uploaded from your device. These can also be sent in emails through Easy PV. If you have team files you'd like accessible on all projects when sending emails, you can upload these to your team uploads.  Saving an Easy PV report to the document manager When previewing any report in Easy PV, you will see a menu on the right-hand side with a save button at the bottom . This will save the file to the document manager. If you make changes to a document, you will need to re-save it for the updates to appear in the document manager. Upload a document from your device To upload a document from your device, click the Upload button . Then use the  Upload File button to find the document you wish to upload.  Options on saved files To edit the details on any saved files, click the three dots  You will then see the following options:  Rename The file name will display if it's sent in any emails in Easy PV. You can change the name of a file by clicking  Rename .  Reassign Each file you upload has a type, this is used when sending emails in Easy PV . To reassign this type, click the three dots and select Reassign . Download If you’d like to download any of the files you’ve added to your project, click the Download button.  Delete To delete a document, click Delete. This will delete the saved version of the document from the file management section of your project. Pro: Sending emails from Easy PV This guide applies to pro versions of Easy PV. Read more about what you gain with pro.  With pro, you have the option to send emails without needing to leave Easy PV. This includes sending e-signing links and uploading any attachments from your project or team documents.  Sending emails in Easy PV  Emails can be sent from the templates in the project overview or from within individual documents. If you'd like to  send a document for e-signing , these must be sent from within individual documents.  Emails from the project overview You can access the email management section via the project overview. Here you can keep track of emails that have been sent. Emails that have not yet been sent will be outlined in red with a cross. Once you have sent an email, it will be outlined in green with a tick.  To send emails from this section just click on the one you'd like to send or 'blank email' and follow the steps below .  Required attachments Emails from the project overview will have required attachments, if you have already uploaded the file to the project , these will automatically attach. If you would like to use a different document to one generated in Easy PV. For example you would like to use a different schematic, then you can upload this to the document management and reassign the type to 'Schematic'. After doing this, it will automatically attach to any emails that require a schematic.  Emails for e-signing  Documents that can be sent for e-signing will display this in the document form:  When you generate the PDF, you will  then see the option in the bottom left to send the e-signing link as an email: Read here for more information on e-signing.  Editing and sending an email When you select one of the options detailed above, it will open an email window like the one shown below. If you have filled in the customer's email in the project details, this will automatically populate in the 'To' field.  The any required documents will automatically attach to the email if it has been saved to the file management section . You can add other attachments and then click  Send when you are ready to send. After you have sent the email, you will see on the left of the email the date and time that it was sent with a green tick.  Sending emails from your domain By default, emails in Easy PV will send from a no reply address but these can be set up to send from your email address . Pro: E-signing This guide applies to pro versions of Easy PV. Read more about what you gain with pro.  The e-signing functionality makes it quick and easy to get important documents signed by your team or customer.  E-signing a document In Easy PV you will have the option to send documents for e-signing via email or to e-sign within the document.  Send a document for e-signing by email Navigate to the report you want to send for signing via the Reports drop-down in the main site navigation. Click the send for signing button outlined below.  This will open an email menu that contains a link for signing the document. You can  edit the email as required , adding any additional attachments, and then click Send .  The recipient will receive the email which will include a link for them to review and sign the document. Once they have signed the document, you will receive an email notifying you that the document has been signed. E-signing within a document You also have the option to e-sign from within the documents. Select the icon outlined below to navigate directly to the next e-signing location: Then click where it says sign and e-sign the document.  View a signed document To view the signed version of the document, navigate to the document via the reports drop-down in the main navigation. On the right side bar it will then say  Multiple versions available  with a date below it, the signed version of the document can be loaded by selecting the date version you want to view: