Keeping your Spectora templates organized and relevant is essential for creating clear and concise inspection reports. Over time, you may need to delete certain sections, items, or comments from a template to remove outdated information or streamline the inspection process.
In this article, we'll guide you through the steps to delete sections, items, and comments from a template in Spectora, helping you maintain a clean and efficient workflow that meets your current needs.
🔴 Note: Deleting a section, item, or comment from your template will not remove it from any existing reports. Deleting anything from your template will only remove that section, item, or comment from future reports.
To see how to remove a section, item, or comment from an existing report, click here.
Deleting a Section in the Template
In this section, we'll show you how to delete a section on your template.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "Templates"
Click "My Templates" in the top right corner
Click on the template you want to edit in the dropdown menu
Click the trash can icon to the right of the section you want to delete
Click "Yes, Delete it!" to confirm
Deleting an Item in the Template
In this section, we'll show you how to delete an item on your template.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "Templates"
Click "My Templates" in the top right corner
Click on the template you want to edit in the dropdown menu
Click on a section in the left column to open it
Click the trash can icon to the right of the item you want to delete
Click "Yes, Delete it!" to confirm
Deleting a Comment in the Template
In this section, we'll show you how to delete an item on your template.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "Templates"
Click "My Templates" in the top right corner
Click on the template you want to edit in the dropdown menu
Click on a section in the left column to open it
Click on an item in the middle column to open it
Click the trash can icon to the right of the comment you want to delete
Click "Yes, Delete it!" to confirm
Frequently Asked Questions
I accidentally deleted a section or item. Can I undelete it?
Yes! Check out this article on how to undelete a section or item.
Can I undelete a comment?
Unfortunately, there is no way to undelete a comment in the template.
If you accidentally delete a comment in a report, you can undelete it via the mobile app. Click here to see how.
Why don't I see the trash can icon next to my section/item/comment?
If you're using a specialized PDF output form like a Florida form or a TREC form, the trash can icon will not appear. This is because those forms are locked and heavily coded to ensure the proper PDF output. Deleting anything from those forms will break the output and make reports unreadable for your client.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
