Learn about time-saving features or tips here. Find additional tips on our Video Channel and Get Started resources.
For a full list of all website articles, including those in Tips and Tricks, see the full Site Map. Popular broad subjects include:
Actions Custom Form Studio Email Images Office Management Mobile apps Report Writer Word Processor
From time to time in various report areas it may be idea to have relatively brief but related bits of information collected in the same heading area print its subheading in columns on your final report to save space.
You might want to include invoice items or job breakdown collected in the invoice tab in Office Management in an agreement, contract, or other document.
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.
Need Support
