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TOPIC: Revisiting Template Saving Issue

Revisiting Template Saving Issue 5 years 5 months ago #65524

So revisiting saving the templates issue.
I don't remember who from the moderators wrote that before in the forum : "You may have opened up an older job (before your latest changes)and then saved the template" - but that is exactly the problem with the saving of the template and the "auto save".
I had to disable the auto save, since fairly often I have to retrieve an old inspection, either because I need to update/amend something due to re-inspection of corrected items by the seller, or because I inspected the same house that I inspected a month or 2 ago, and very little or nothing has changed other than the pictures, so I try to save some time. However, in a month or two I have made a number of improvements to my comments and template layout, and now I'd wiped them all off with the auto save, and replaced them with the older template specific to that old inspection. I cannot tell you how many times I have done that. Of course I do not realize that at the moment since I am focused on the inspection, and sometime I'll do 3-4 new reports, not needing the improvements I've made during last few reports, so I do not realize that I am working with the old template. Then when I realize that I wiped the template, and that I am working with the old one, it is hard to trace back where the latest improvements were made. And of course I am also in the middle of the report, and cannot go back and start anew, so I have to continue and stay with the older template and rebuild it again.. So, unless there is an option to save the template as the "Master Template" = default template, and an auto save for the "inspection specific template" only, we will be have those HUGELY frustrating issues. My "Master Template" should not be affected by the auto save option, or by saving the inspection that I am working on. It should be an option before closing the program/inspection, whether I want to save the template as a Master Template. NOTHING should overwrite that, unless specifically selected ! I hope that can be resolved soon.

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FRANK MACAK   Lic.# 16000041526
PRIME INSPECTIONS  - www.prime-inspect.com
Quality Home Inspections in Delaware, Otsego, Chenango, Schoharie
Greene, and other Counties = approx. 75 miles radius from Oneonta NY

Revisiting Template Saving Issue 5 years 5 months ago #65525

Hi Frank,

Auto save and saving the inspection manually have no affect on your template. You must click the Save Template button to have an affect on your master template and future inspections. If you open an old job just don't save the template.

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Dominic Maricic
Home Inspector Pro Home Inspection Software - CEO
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