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Bookmark or un-bookmark templates

Learn how to bookmark and un-bookmark templates via the web app and the mobile app.

Why bookmark templates?

Bookmarking templates is a great way to easily pin templates that you frequently use at the top of your list. Rather than looking for the template, you'll have it readily available whenever you want to conduct new inspections.

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Your bookmarked templates are only visible to you and no one else in your organization.

Bookmark a template

  1. Log in to the web app.

  2. Select Templates iconTemplates from the menu on the left-hand side.

  3. Click More vertical icon on the template's right-hand side and select Bookmark iconBookmark. image

  1. Open the mobile app.

  2. Tap Inspections icon mobileInspections at the bottom of your screen.

  3. Select Templates at the top of your screen.

  4. Tap the template and select Unbookmark iconBookmark template from the pop-up options. image

You can only bookmark up to 20 templates. If you've reached the template bookmark limit, you can un-bookmark existing templates to bookmark new ones.

Un-bookmark a template

  1. Log in to the web app.

  2. Select Templates iconTemplates from the menu on the left-hand side.

  3. Click More vertical icon on the template's right-hand side and select Unbookmark iconUnbookmark. image

  1. Open the mobile app.

  2. Tap Inspections icon mobileInspections at the bottom of your screen.

  3. Select Templates at the top of your screen.

  4. Tap the template and select Bookmark iconUnbookmark template from the pop-up options. image

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