The cover page is the very first page you and your customers will see at the start of any report.
Add/Remove Information from Cover Page
- From the top-level menu, click Office > Edit Report Docs.
- Click to highlight the cover document, then OK to open it.
- Place your cursor where you wish and type new info or delete info that you no longer wish to be show. You may also insert a merge field. More on that below.
- Click the Wrench Icon in the top toolbar to preview your cover page (the preview will not show images or logos).
- Click the X in the upper right to close the document. HomeGauge will prompt you to save - click Yes.
Using Merge Fields
Merge fields are a great way to let HomeGauge insert info automatically on your behalf based on what you had already input from other sections within the report. This info is usually names, addresses, dates, etc., but it could me more detailed like price info.
a merge field can be identified by some combination of words, usually with a period in the middle, all surrounded by asterisks (*). Examples include *reportinfo.fulladdress*, *client.fullnames*, or *print.logo1*. It's basically saying: where the info is coming from, or what it's doing, and then what info is being pulled in. Nothing more complex that that.
To use a merge field, simply put your cursor wherever you would like info to show up. Next, click the Insert Merge Field drop down, and select which merge field you would like to add.
There's lots of options to choose from, all separated by category. Look through and find the desired merge field and insert it into your document.
Create and Use Multiple Cover Pages
Multiple cover pages can be useful to present inspections and re-inspections (or other kinds of inspections) separately.
To create a new cover page option:
- From the top-level menu, click Office > Edit Report Docs.
- Click to highlight the cover document, then OK to open it.
- Click the white Save As floppy disc icon in the upper right. Enter a unique file name (such as "Re-inspection Cover"), then click OK.
- Make the changes desired to customize the new cover page.
- Click the X in the upper right to close the document. HomeGauge will prompt you to save - click Yes.
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.
- First, create a custom cover page by following the directions above.
- Create a new Print Document Setting for this report type (e.g. Re-Inspection). For detailed directions on this process, click here.
- Inside the Edit Print Document window, locate the Cover Page checkbox. Next to the location of the cover page file (usually cover.html). Click the gray box with 3 dots on the right of that box.
- Choose the custom cover you created, highlight it and then click Open.
- Finish creating the Print Document Setting per the instructions from the article linked above.
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