How to Add, Edit, or Delete Print or Upload Document Settings

When printing or uploading a report you have two output choices: pdf or html. HTML is the recommended Output Type for uploading. This setting allows the most powerful HomeGauge features. PDF is for printing to paper. This setting disables the most powerful HomeGauge features. With HomeGauge you can break up the content of the report in a variety of different ways. You can create a new or change an existing Document Setting to control how you would like to present your report when printing or uploading.

Topics in this Article

• Add a New Document Setting
• Edit an Existing Document Setting
• Create a Summary-Only Print Setting
• Create a Print Document with a Different Cover Page

Add a New Document Setting

1. At the top-level menu, click File > Printing Options.
2. Click Add button with orange plus (+) on the right of the window.
   
3. Give the Document Setting a Document Name (for Inspector Use) and a Document Name (Displayed at Uploaded Report). The topmost field will be the name seen in the above list. The bottom field will be the title of the document that you and your customer will see on the Dashboard.
   
4. Set the Upload Document Type in the upper right appropriately. For more information on how to change Upload Document Type (click here).
5. Check the boxes next to the parts you'd like included in the report.
   
6. At the top of the window, click the Other tab.
   
7. Choose the Print Order. The Print Order sets the order of parts when the report is printed or uploaded.
   1. Click the part you would like to move up or down.
   2. Use the up and down arrows on the right of the window.
      
8. Choose the Output Type. This determines what kind of file is created during the Print or Upload process.
   1. HomeGauge Internet Ready HTML is the recommended Output Type for uploading. This setting allows the most powerful HomeGauge features.
   2. PDF is for printing to paper or saving out as a file. This setting disables the most powerful HomeGauge features.
      
9. Click OK to save the Document Setting.
10. Click OK to exit the Print Option window.

Edit an Existing Document Setting

1. At the top-level menu, click File > Printing Options.
2. Click to highlight the Document Setting you would like to edit.
3. Click the Edit button with the wrench icon on the right of the window.
   
4. Make any changes you wish.
5. Click OK to save the Document Setting.
6. Click OK to exit the Print Option window .

Delete an Existing Document Setting

1. At the top-level menu, click File Printing Options.
2. Click to highlight the Document Setting you would like to delete.
3. Click the Delete button with red X on the right of the window.
   
4. If a warning box pops up, click OK. When prompted "Delete?" click Yes.
5. Click OK to exit the Print Option window 

Create a Summary-Only Print Setting

A Summary-Only document is useful to realtors and others looking only for a summary of deficiencies.

1. Follow the steps above to Add a New Document Setting. 
2. During Step 5, check only the boxes for Summary and All Summaries (or Select Summaries to limit which ones are included).
   
3. Click OK to save the changes. Click OK to exit the Print Options window
4. When printing or uploading, check the box next to your new Summary-Only Document Setting to include it

Create a Print Document with a Different Cover Page

For example, you can have separate cover pages for regular inspections, mold inspections, and re-inspections.

1. First, create a custom cover page by following the directions at this link (click here). Be sure to click Save As and give it a unique name so you don't overwrite your current cover page.
2. Create a new Print Document Setting for this report type (e.g. Re-Inspection) by following the directions above. Do these things while creating the Document Setting:
1. On the Edit Print Document window, find the Cover Page checkbox. To the right is the location of the cover page file (usually cover.html). Click the gray box with 3 dots on the right of that box.
   
2. Choose the custom cover you created, then click Open.
   
3. Finish creating the Print Document Setting per the instructions above.