Templates

Template importing, editing, sharing, and customizing

Michael Wagstaff avatar Kevin Wagstaff avatar Tyler Lesmann avatar +5
39 articles in this collection
Written by Michael Wagstaff, Kevin Wagstaff, Tyler Lesmann and 5 others
Basics

Templates and Reports

What's the difference between a template and a report?
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

How to Add a Template to Your Account

Spectora has several prebuilt default templates ready for you to use. Here's how to add them to your account from the Template Center.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Renaming a Template

Change the name of your template
Spectora Support avatar
Written by Spectora Support
Updated over a week ago

Template Basics: Sections, Items, and Comments

Templates in Spectora have a specific hierarchy - here's the terminology we use and some info about each.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

What does 'Default to Checked' Mean?

Having a comment always default to being active in a report.
Spectora Support avatar
Written by Spectora Support
Updated over a week ago

Adding Default Photos to Your Reports

Learn how to add a default photo to your reports by adding them in the template editor.
Kevin Wagstaff avatar
Written by Kevin Wagstaff
Updated over a week ago

How to customize and auto-populate comments in your template (VIDEO)

Learn the basics of customizing comments in your template so they auto-populate in your reports.
Kevin Wagstaff avatar
Written by Kevin Wagstaff
Updated over a week ago

How to edit Standards of Practice

Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Remove Maintenance, Safety, or Recommendations from Summary

How to change what appears in the Summary
Spectora Support avatar
Written by Spectora Support
Updated over a week ago

Using optional sections/items

Add optional sections and items to keep your template streamlined yet ready for anything. Here's how.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Change Optional Section/Item to be Included in Every Report (Grey to Blue)

Don't see sections or items on your report that are in your template? You might just need to change optional sections to included.
Spectora Support avatar
Written by Spectora Support
Updated over a week ago

How to add your signature to a report

It's easy to add a signature to your reports.
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago

Copying a Section to Another Template

Transfer sections between templates
Spectora Support avatar
Written by Spectora Support
Updated over a week ago

Adding a Link to a Comment

Adding a hyperlink to a website in a comment
Spectora Support avatar
Written by Spectora Support
Updated over a week ago

Add a Defect to a General/Info Only Item

Adding a Red comment to a section where it doesn't appear
Spectora Support avatar
Written by Spectora Support
Updated over a week ago

Copying a Template for Editing

How to duplicate your template to use for editing
Spectora Support avatar
Written by Spectora Support
Updated over a week ago

How to Delete a Template

Removing a template from your template list
Spectora Support avatar
Written by Spectora Support
Updated over a week ago

How to Alphabetize Comments In a Template

Alphabetize info limitations defect observations in Template
Spectora Support avatar
Written by Spectora Support
Updated over a week ago

Adding mobile reminders for yourself in your templates

Add reminders for any section or item in your template so be sure you don't miss anything!
Michael Wagstaff avatar
Written by Michael Wagstaff
Updated over a week ago