TOPIC: Introductory Documents for each section of the report question

Good evening everyone. I just started back with Homeinspector Pro this weekend after over 5 years of not using it. It's definitely evolved quite a bit during that time. So,  ???I'm tweaking my template but I seem to be lost on this one issue. I want the template to automatically include those introductions on each system page of my report. I open them up in "edit" and check the appropriate box telling it to appear on those particular pages, but every time I go to generate the report, the introductions are missing. What am i doing wrong or not checking here? Any help is greatly appreciated.

Thanks,

Bert

Hi Bert,

When you're in Edit Documents you'll see a checkbox to include the document on the same page as the section selected. Make sure to select that, otherwise it's going to a separate page before the section. Also, make sure if you're making a new document you're pasting the text through notepad before going into HIP. Something from Word or HTML won't work.

Thanks Dom. Is it necessary to close out and save the template and re-open for the changes to take effect? And, will the changes take effect with a previous inspection or client when I open it?

Thanks.

No it will take effect right now. No, it will not affect a previous inspection unless you set the documents specifically on that inspection. Once you start a job it becomes its own template of sorts so that it will look identical at any point in time in the future if you were to open it up again.

I see. So, basically every time I open the template to start a new inspection, the previously checked documents WILL be there correct?

Thanks.

Correct. As long as you clicked Save Template when you set everything up (which you should do on every new inspection basically).