Summary features let you mark or flag inspection data to merge into a document attachment. One or more summary "areas" may be set up and used, different methods may be used for marking or flagging comments, and various options for what information imports or merges along with the summary text.

One may adjust the location of documents you attach to future inspections to be included before or after your inspection report body.

Most content included with various 3D Inspection Systems products includes handy shortcut links in the Actions pane to instantly attach summaries, agreements, and other types of documents to inspection reports using a single click, as well as Actions to easily access the master documents for editing or adjustments. You may wish to create or add your own Actions for new documents you create.

Duplicate contacts may be rare, since one may locate and attach a previously used contact whenever adding contacts to new jobs, for instance an agent whom you've worked with before.  Also one might deliberately need to create a separate contact for someone who shares the same name, but is a different person or contact.

However if contacts were imported from another source, came from a previously converted database, or somehow were added again accidentally, you may manage your contacts to combine any duplicates you notice of the same individual.  The combined contact will remain attached to the prior jobs.