The template editor is a powerful tool that you can use to create templates that can be used in your Mobile Report Writer. The templates created in this tool can save you time by having pre-written text that can be used during an inspection.
The Template Editor can be found in the main menu. Select the option: ISN Report Writer > Report Templates
You can also find it in Office Settings. Please find the section "Inspection and Fee Settings" and select Inspection Template Editor.
You will see the following screen:
1.- The Search Box will help you easily find a specific template.
2.- The Add New button will be used to create a new template.
3.- The "Add From Library" will let you choose premade templates and add them to your Template list.
4. The Comment Library will store all global comments for you to add/edit. Here is a bit more info on this page
5.- The "Active" button is used to turn off/on a template. By turning off the template, it won't be visible in the mobile report writer template options.
6.- The pencil icon will open the template settings so you can edit the categories, items, narratives (comments/details), and the ratings.
7.- The trash can icon will delete the template.
8.- The "Export" feature will be used to download a CSV file that contains the titles of the templates, creation date, update dat,e etc.
Note: It is not possible to delete built-in templates.
If you have any questions, please don't hesitate to contact our support team by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.