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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.

Take note

  • Changes made to the template only apply to new inspections moving forward.

  • 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 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. Start typing to label the question and click the dropdown menu under type of response, and then select Instruction.

  6. Select Upload media attachment.

  7. This opens a window to your computer file directory. Find and open the media file to upload it as an inspection instruction.

  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 Edit iconEdit template from the pop-up options.

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

  6. Start typing to label the question and tap the dropdown menu under type of response, and then select Instruction.

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

  8. Upload the media file as an inspection instruction:

    • Android phones: Find and select the media file.

    • iPhones: Select Browse, then find and select the media file.

  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 Edit iconEdit template from the pop-up options.

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

  6. Start typing to label the question and tap the dropdown menu under type of response, and then select Instruction.

  7. Select Upload media attachment.

  8. Upload the media file as an inspection instruction:

    • Android tablets: Find and select the media file.

    • iPads: Select Browse, then find and select the media file.

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