Save to Template for Use in Future Reports

Want to add something to your template from the field or a web report? Here's how!

Katie Walls avatar
Written by Katie Walls
Updated over a week ago

You can add Sections, Items, and Comments to a report on-site, but what if you want to add that change to your template? You can easily do this from the Spectora App, or spectora.com! 

On the App

  • Add a new Section, Item, or Comment

  • Check the "Save to template for use in future reports" button

  • Once you've checked that box, your template will be updated with the new comment.

On the Web

  • Add a new Section, Item, or Comment

  • Check the "Save to template for use in future reports"

  • Once you've checked that box, your template will be updated with the new comment.

Saving more changes
Once you've created the new comment, you might want to make more changes, and save those to your template. As you edit that comment, click the Floppy Disk Icon to save any additional changes

IMPORTANT:
If you do NOT check the "save to template" box when you are creating a comment, the Floppy Disk icon will not appear. 


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