Report files for this session are not in the quarterly folder yet. Export writes them, then you can paste OneDrive links and send the client email. Export client reports

Naviant, LLC Step 4: ticket instructions, client email (paste share links after export), Sales quote ticket, remaining remediations, and Manage PSA notes.

Scan: 2026-09-23 | Presenter: Josh Valin | Export set: All (104) | Client type: RMIT+

Check the findings you want as Manage remediation tickets, then click Create selected Manage tickets. Each selected finding gets its own Manage ticket. Review's Ticket column pre-checks likely items; you can change the selection here. Expand a finding to edit the subject or body before you create the ticket. Use Copy subject / Copy section for manual paste instead.
Where should these tickets go?
Default leaves the ticket for reclassification. Send to security opens it on the Security board as Dispatch. Assign to me puts it on you as Scheduled Internal.
An unhandled error has occurred. Reload 🗙