In the inspection industry, it's crucial to offer your clients thorough and transparent information. One effective approach to achieve this is by incorporating a summary disclaimer into your report templates. This step-by-step guide will guide you through the process of adding a summary disclaimer to your report writer templates.
Steps to Create a Summary Disclaimer:
Navigate to the main ISN menu and select 'ISN Report Writer.' Within the 'ISN Report Writer' interface, locate and click on the "Report Templates" option. This will lead you to a list of available templates.
Identify the specific template you want to modify and click on the pencil icon to enter the editing mode. This action opens up a range of customization options for your chosen template.
On the right-hand side of the editing interface, find the "Summary Disclaimer" field located under the Ratings section. This is where you will input the disclaimer information.
Click on the "Edit text" option within the Summary Disclaimer field. A white text box will appear, allowing you to input your disclaimer content. Feel free to add any necessary information to communicate effectively with your clients.
Utilize the formatting options available to adjust the appearance of your disclaimer text. These may include options for font style, size, and alignment. Ensure that the text is clear, concise, and visually appealing.
Once you've added and formatted your disclaimer text, hit the save button to preserve your modifications. This step ensures that the updated template is ready for use in generating client-facing reports.
By following these straightforward steps in the ISN Report Writer, you can seamlessly integrate a summary disclaimer into your report templates.
If you have any questions feel free to contact our support team at 1-800-700-8112 or via email at help@inspectionsupport.com