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Attach media files as inspection instructions

Learn how to attach media files as inspection instructions via the web app and mobile app, helping your team follow clear, visual steps and safety reminders without leaving the inspection.

Why attach media files as inspection instructions?

When you design a template, the instruction response type helps you share critical how-to steps, diagrams, and safety notes right where your team needs them. You can attach images or PDF guides so teams see the exact reference without leaving the inspection, which reduces errors and follow-up questions. For example, you can add a photo showing the correct way to secure a harness or a PDF with equipment setup diagrams. Visual instructions also help new team members learn the process faster, keep different sites aligned on the same procedure, and ensure everyone works from the most up-to-date version of your guidance.

You can upload an image file or a PDF file of up to 20MB.

Published changes made to templates only apply to new inspections moving forward.

Attach a media file as an inspection instruction

  1. Log in to the web app.

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

  3. Click the template and select Edit template in the side panel.

  4. Add a new question or select an existing one.

  5. Click Expand more icon on the right-hand side, under "Type of response".

  6. Select Instruction.

  7. Click Upload media attachment below the question.

  8. This opens a window to your computer file directory. Open the media file to upload it as an inspection instruction.

  9. 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.

  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, then select Pencil iconEdit template from the pop-up options.

  5. Add a new question or select an existing one.

  6. Tap Expand more icon below the question.

  7. Scroll down "Other responses" and select Instruction.

  8. Select More vertical icon next to the "Instruction" response type and select Upload media attachment.

  9. Upload the media file as an inspection instruction.

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