Adding attachments to your inspection templates in Spectora is a useful way to provide additional documentation or resources to clients on all of your reports. You can include PDFs, images, or other relevant files that complement the report. This feature is particularly helpful for including warranties, guides, or maintenance recommendations. Here's how to add attachments to your templates.
Adding Attachments as Documents to Your Template
In this section, we'll show you how to add attachments to your template as 'additional documents.' Additional documents will have their own spot on the Inspection Details page and will show in the "Documents" section of the Client Portal.
 💡 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 "+Attachment"
Click "Add a new attachment"
Enter a client-facing name for the attachment
Click "Choose File" to select the file from your computer
Click "Save"
The attachment will show as a document in the "Additional Documents" box on your inspections
Adding Attachments as Reports to Your Template
In this section, we'll show you how to add attachments to your template as reports. When adding attachments as reports, they will show in the 'Reports' box alongside your standard inspection reports. They will also show in the 'Reports' tab of the Client Portal.
 💡 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 "+Attachment"
Click "Add a new attachment"
Enter a client-facing name for the attachment
Click "Choose File" to select the file from your computer
Check "Display as Report" to have the attachment shown in the Reports box
Click "Save"
The attachment will show as a report in the Reports box of your inspections
❇️ Pro-tip: If you need to add another document to an inspection, you can easily do so! Click here to see more about attaching documents to your inspection.
Benefits of Adding Attachments:
Extra Resources: Include warranties, maintenance guides, or reference documents for your clients.
Professional Presentation: Attachments help make your reports more comprehensive and polished.
Client Convenience: Offering downloadable documents within the report ensures that clients have access to all relevant materials in one place.
Adding attachments to your Spectora templates is a simple yet powerful way to enhance your inspection reports. By including relevant documents, you provide clients with additional resources and improve the overall value of your service. This feature is perfect for inspectors who want to offer extra clarity and professionalism in their reports.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
