Creating Templates
Creating Templates
Template Setup
To access templates, click the “Templates” menu item on the left side under Preferences.
Create Template
You can select an existing template from the list to edit it, or click the “Create Template” button to begin the process of creating a new template.
Template Name
Inside the Template Settings, you will need to create a name for your template. Next, enter the information you would like to be included when using this template. You have the flexibility to enter as little or as much information as you would like. When ready, click “Save Template” at the bottom.
Editing Templates
Your template will now appear in the list within your Inspection Form Templates. At any time you can edit your templates to add or remove default content for the data inside the template. Simply click the “Edit” button on the right side of your template listing.
Using Templates
Your template is now ready to be used when submitting inspection requests. To use a templates, choose the template name from the list in the top right of the inspection request page. This will pre-fill the inspection form with the data from your template.
