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Find and edit Item Ratings, Header Text, Defect Category Settings, Display Options, reinspection, re-inspection

Finding and Editing Template Settings

Editing your Standards of Practice; Keywords: standards, SOP, standards of practice, report, template, standard, SOPs, sop

How to Find and Edit Your Standards of Practice

Keywords: Overview, tab, grid, overview, information first, grid, add overview, remove overview, add grid, remove grid

How to Add or Remove the Overview Grid from Reports

Looking to edit the little icons/pictures/symbols that appear next to your sections? Look no further!

How to Edit Section Icons/Symbols

Keywords: defect, name, label, title, categories, defects, template, templates

How to Change Your Defect Label & Categories

How to make the PDF Summary Text-Only

Looking to have page breaks on parts of your PDF?

How to Turn Page Breaks On or Off for PDFs

Marking items Inspected, Not Inspected, Not Present, or Deficient and how to see your paired comments, IN, NI, NP, D, how to mark items

Classic Ratings vs Custom Ratings

Keywords: Disclaimers, header, header text, report header, text, personalize text, personalized verbiage, wording, wordage

Adding Text to Your Report Header

color bubbles on the report, item count, defect category counts

How to Turn Item Count Bubbles On/Off

Copy or duplicate template settings, header text, display options, item ratings, defect categories, reinspection, re-inspection

Copy Template Settings to Another Template

Add reminders for any section or item in your template so be sure you don't miss anything! Keywords: reminders, mobile reminders, reminder

Using Mobile Reminders

What causes an item or section to turn green and checked? Keywords: item completion, green check, green items, completed items, item ratings

How Item Completion Works

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Katie York

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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