Templates

54 articles

Customize inspection title formats

Learn how to customize your inspection title formats via the web app and the mobile app to keep your reports organized and easy to identify.

Delete template pages

Learn how to delete template pages via the web and mobile app to reduce clutter in your templates by deleting unnecessary template pages.

Edit questions in templates

Learn how to edit questions in your templates via the web app and the mobile app.

Edit template titles

Learn how to edit template titles via the web app and the mobile app.

Link or unlink responses in templates

Learn how to link or unlink responses in templates via the web app and the mobile app.

Manage Global Response Sets

Learn how to create, edit, and organize Global Response Sets via the web app to standardize answer options across your templates and streamline data collection.

Manage inspection instructions in templates

Learn how to add, link, or unlink files as inspection instructions via the web app and mobile app to support your team with clear visual steps and safety reminders.

Manage tables in templates

Learn how to add, edit, and delete tables in templates via the web app and the mobile app to keep structured inspection data accurate, consistent, and easy to manage.

Manage the site question in templates

Learn why you need to use site questions in templates and how to manage them via the web app and the mobile app.

Mark questions as required or optional

Learn how to mark your questions as required to capture critical information, and set them as optional when the information is helpful but not essential, via the web app and the mobile app.

Move questions and sections

Learn how to move questions and sections, combine sections, and move sections within other sections in the Template Editor via the web app and the mobile app.

Publish template drafts or revert unpublished changes

Learn how to publish template drafts or revert unpublished changes.