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- Add and update inspection report logos
Add and update inspection report logos
Learn how to add and update inspection report logos for both templates and report layouts via the web app and the mobile app.
Why add inspection report logos?
Adding logos to your inspection reports is a great way to help stakeholders recognize your brand and create goodwill through the services you provide. You can set up your inspection reports with logos, so that professional reports can be generated and sent out regardless of whether you're on site or at your desk.
What you'll need
Take note
We recommend using logo files that are 900 x 400 in pixels and no larger than 5MB in size.
Inspection report logos can be added in two ways. Either specific to report layouts or templates. You can compare the two methods and choose the best one to use:
Report layout logos: A report layout logo is attached with the relevant report layout, meaning it's used whenever a user selects the layout for inspection reports. We recommend using this method, as you can create multiple layouts for different scenarios.
Template logos: A template logo determines the template thumbnail and becomes the default logo shown on inspection reports originating from the template. Keep in mind that updates made to template logos only apply to new inspections, not existing ones.
If your template doesn't already have a report layout, you'll need to create at least one layout prior to being able to add a template logo.
Add or update a template logo
Select Templates from the menu on the left-hand side.
Click the template and select Edit template in the side panel.
Click the image box on the upper-left of the page. If there's an existing logo, click it and click
on the upper-right of the page. Then in the pop-up window, click Delete and repeat this step to upload the template logo.This opens a window to your computer directory. Double-click the logo you want to use to add it.
Click Publish on the upper-right of the page to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.
Open the mobile app.
Tap Inspections at the bottom of your screen.
Select the Templates tab at the top of your screen.
Tap the template and select
Edit template from the pop-up options.Tap the image box on the top of the page. If there's an existing logo, tap it and tap
on the upper-right of the page. Then in the pop-up window, tap Delete and repeat this step to upload the template logo.
Select one of three options to upload the template logo from your mobile device accordingly.
Tap Publish on the upper-right of screen to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.
Add or update a report layout logo
Select Templates from the menu on the left-hand side.
Click the template and select Edit report in the side panel.
Click Upload a logo on the upper-right of the page. If there's an existing logo, click Upload a different logo.
This opens a window to your computer file directory. Double-click the logo you want to use to add it.
Click Save at the bottom. If the layout is for all templates, click Save and apply to all templates.
Open the mobile app.
Tap Inspections at the bottom of your screen.
Select the Templates tab at the top of your screen.
Tap the template and select
Edit template from the pop-up options.Tap Report at the top of your screen.
Tap Report Layout at the upper-left of your screen.
Tap Upload a logo at the bottom of your screen. If there's an existing logo, tap Upload a different logo.
Find and select the logo file or image you want to use to add it.
Tap Save at the bottom. If the layout is for all templates, tap Save and apply to all templates.
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