TOPIC: How do I...

How do I add to a template I am building sections for client info or Limitations of inspection do I create a new page or put it under menus as a Inspection item?

Thanks
Lou

Hi Louie,

Can you tell me a little more of what you're trying to do? If you're just trying to add boilerplate text that will appear in front of a section in every report you want to use the Edit Documents feature to create a new document or edit the current intro for your template. There's an animated tutorial on this as well.

Dom, Thank you that is what I am trying to do text in front of every report.

No problem!

is there a way to reuse the client info in different templates i.e - General inspection report and  Septic dye test report without reentering the info?
thanks

Not yet. We're actually working on a new feature that will allows just that.

Dominic