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Bookmark or unbookmark templates

Learn how to bookmark and unbookmark templates via the web app and the mobile app to quickly access the templates you use most.

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.

Bookmarked templates on the mobile app.

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 in the sidebar or select it in Assets gallery view iconMore.

  3. Click More horizontal icon on the template's right-hand side and select Bookmark iconBookmark. Bookmark template via the web app.

  1. Open the mobile app.

  2. Tap Inspections icon mobileInspections in the navigation bar or select it from Assets gallery view iconMore.

  3. Select Templates tab at the top of your screen.

  4. Tap the template you want to bookmark.

  5. Tap More vertical icon and select Unbookmark iconBookmark. Bookmark template via the mobile app.

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

Unbookmark a template

  1. Log in to the web app.

  2. Select Templates iconTemplates in the sidebar or select it in Assets gallery view iconMore.

  3. Click More horizontal icon on the template's right-hand side and select Unbookmark iconUnbookmark. The "Unbookmark" option in a template's More menu on the web app.

  1. Open the mobile app.

  2. Tap Inspections icon mobileInspections in the navigation bar or select it from Assets gallery view iconMore.

  3. Select Templates tab at the top of your screen.

  4. Tap the template you want to remove from your bookmarked list.

  5. Tap More vertical icon and select Bookmark iconUnbookmark. Un-bookmark template via the mobile app.

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