How to add a form to your inspection
- Click the Misc section on the left side of your screen
- Choose the Forms tab near the top of the screen
- Click the orange plus button (+) on the top right
- Click the Form you would like to add, then click OK
The form will open. Any boxes with merge fields (e.g. *reportinfo.date*) will pull the information from the report and include it in the box on the form.
Note: Save default information (i.e. your name, or company name) on your form that you use every report by opening a new form. Adding any default information you would like to save. Then click Set Defaults From Current at the top of the Form (click here).