Last updated:

Attach media files as inspection instructions

Learn how to attach media files as inspection instructions via the web app and the mobile app.

Why attach media files as inspection instructions?

Depending on how you would like to set up the template, the instruction response type is a great way to share critical information and how-to guides or add additional context so team members can perform inspections with more in-depth knowledge. On top of showcasing instructions in a few sentences or paragraphs, you can also attach media files in the form of images or PDF files to communicate more visually.

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

Attach a media file as an inspection instruction

  1. Log in to the web app.

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

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

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

  5. Click image 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 on Inspections at the bottom of your screen.

  3. Select the 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 image below the question.

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

  8. Select image next to the "Instruction" response type and select Upload media attachment.

  9. Upload the media file as an inspection instruction.

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

Need more help?
In this article