Inspection Support

Diego Ceja

Guillermo Rosas

Template Editor

ISN Template Editor (Quick Guide)

Template Editor FAQ

Quick Guide & FAQ

How to Find the Report Writer Template Editor in ISN

How to Edit Existing Templates in the Template Editor

How to Create New Templates Using the Template Editor

How to Create a Pre-Written Description using the Template Editor

How to Create a Pre-Written Comment Using the Template Editor

How to Customize the Ratings Using the Template Editor

How to Convert a Regular Template Into a Default Template in the Template Editor

How to Change Templates Within an Order

How to Eliminate the 'Description' & 'Location' Fields

How to Add a Summary Disclaimer

How to Use the Wind Mitigation Template?

How to User Your 4-Point Inspections Template

How to Download a Report Template

How to Use the NPMA-33 Report Template

How To Import Templates from HomeGauge

How To's

Find answers and get help from Intercom Support and Community Experts

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.