You may need or want to add a disclaimer to your reports or provide vital information about the inspection process to your clients. The header text box allows you to add any additional text to the top of your reports. This article will show you step-by-step how to add a disclaimer to your reports.
Check out this video to see the full process!
Adding Text to Your Header in the Template
Adding text to the Header in your template is a great way to provide important information or state regulations to your clients. In this section, you'll see how to add text to the Header in your template.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "Templates"
Click "My Templates"
Select your template from the dropdown menu
Click the 3 dots on the right
Click "Template Settings"
Click "Header Text"
Add a disclaimer or any important information to the "Full Report Header Text" box
This information will show on the full web report and the full PDF report
Add any information to the "Summary Header Text" box to have it show on your Summary Report
The Summary Header text will show on the web summary report and the PDF summary report
Click "Save"
Adding Text to Your Header in an Existing Report
You may need to add, remove, or edit text from your Header after you've already started an inspection. In this section, you'll see how to edit the Header text on an existing inspection report.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "Templates"
Click "My Templates"
Select your template from the dropdown menu
Click the 3 dots on the right
Click "Template Settings"
Click "Header Text"
Add a disclaimer or any important information to the "Full Report Header Text" box
This information will show on the full web report and the full PDF report
Add any information to the "Summary Header Text" box to have it show on your Summary Report
The Summary Header text will show on the web summary report and the PDF summary report
Click "Save"
How Does The Header Text Show on My Report?
On The Web
The Header text will show on the final web report at the top:
On the web Summary, the Header text will show at the top:
On the PDF:
The full PDF report will show the Header text directly after the table of contents:
On the Summary PDF, the Header text will show at the top:
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