Spectora

Transfer sections, items, and comments between templates

Copying a Section, Item, or Comment to Another Template

How to Rename a Template

Keywords: adding new recommendation section, adding new defect, defects not showing

How to Add a Defect to a General or Info-Only Item

Removing a template from your template list

How to Delete a Template

How to duplicate, copy, or clone your template to use for editing

How to Duplicate a Template

Alphabetize info limitations defect observations in Template

How to Alphabetize Comments In a Template

Learn how to add a default photo to your reports by adding them in the template editor.

Adding Default Photos to Your Template

How to move, transfer, or change a pre-existing comment from one template into another. Keywords move, moving, comments, template, templates

Moving an Item or Comment in a Template

Move your most selected defect comments to the top of your list for faster reporting!

Sort Defect Comments by Most Used

Keywords: undelete section, undelete item, accidentally deleted section, accidentally deleted item, restore section, restore item

How to Undelete a Section or Item in Your Template

Keywords: delete photo on template, delete photo from template, delete picture in template, delete default photo from template

How to Delete a Photo on a Template

Keywords: edit section name on template, edit item name on template, edit comment name on template, edit name on template

How to Edit the Name of a Section, Item, or Comment on Your Template

How to create items that don't have any defect comments or ratings

Using Info-Only Items

Keywords: permanently delete an information box from template, delete section from template, delete comment, delete item from template

How to Delete a Section, Item, or Comment  in Your Template

Restoring a Template from your Template Center

How to Undelete a Template

Keywords: table, cell, table color, cell color

How to Add Tables to Your Spectora Report or Template

Keywords: add a PDF in to a report template, add attachments to reports, add attachments to inspection, automatically add PDF

How to Add Attachments to Templates

Stephanie Woodward

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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.

Prototype getting-started answer

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

Prototype integrations answer

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.