Please Note: The below only applies to templates in the "Advanced" tab of the report builder.
To Access the Advanced Report Templates
Navigate to Checklists.
Select the Inspection Type you wish to customize, and select Report Template.
Finally click on Advanced in the top right corner.
Use and download the Advance Report Templates
Drag the template from the Template Library Panel (left column) and drop it into the Report Panel (middle column)
Hover over the new template in the Config Panel (right column), and select the download icon.
Open the file in Word.
Making changes to the template
You can make any changes you like to the report template. For example, you can change the header and footer, add a report introduction and any other edits you can normally do to a docx document.
You can also add dynamic information to the template by using the following format in a comment selecting the text you wish to make dynamic:
[[Dynamic Info]]
Dynamic information includes:
Tenants
Company.Logo
Company.HasLogo
Inspection.ProfilePhoto
Inspection.HasProfilePhoto
Inspection Type Title
Inspection Title
Inspection Start Date
Inspection Date
Inspection Date (YYYY-MM-dd)
Inspection Date (dd/MM/yyyy)
Inspection Date (MM/dd/yyyy)
Inspection Date (MMM dd, yyyy)
Building Address
Unit Address
Room Address
Address
Duration
Inspector
Inspector First Name
Inspector Phone
Inspector Mobile
Inspector Email
Company Address
Company Phone
Custom Info (*Your Custom Info Label*)
Uploading the template back to SnapInspect
Once all the changes have been made and saved to the word document, it can be uploaded back to SnapInspect.
Go back to the Report Template Builder.
Make sure the right template is selected in the Report Panel (middle column).
Hovering over the template in the Config Panel (right column) and the clicking on the Upload Icon to select your edited word file.
From here, any new inspection ran with the selected Inspection type will have the new format changes.
If you have any additional questions or need support, please contact the team at support@snapinspect.com.