Templates

78 articles

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.

Filter and sort templates

Learn how to filter and sort templates via the web app and the mobile app.

Import templates from template collections

Learn how to import templates from template collections in your organization's Shared Library via the web app.

Link or unlink responses in templates

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

Lock or unlock template collections

Learn how to lock and unlock Shared Library template collections via the web 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 multi-language templates

Learn how to manage and publish multi-language templates using ISO-639 language codes to add, edit, and upload translations via the web app, helping teams complete inspections in their preferred language.

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 template and inspection access rules

Learn about access rules, the different template and inspection access levels, and how to create, edit, and remove them via the web app and mobile app to control who can view and manage templates and inspections.

Manage template folders

Learn how to remove and rename template folders via the web app to maintain an organized and clutter-free workspace.