I would like to add my own agreement to my HG software. How do I do that?


Adding your agreement to HG software makes it easy to distribute. Plus, it self-populates based on the info you enter in the report, eliminating the need to modify the agreement for each inspection. It also gives you the option of using the Online Click agreement, so you can get that contract accepted in advance or prevent your client from viewing the report until they agree.

If you already have an agreement you would like to use, you will need to copy if from its current document (Word, pdf) and paste it into a basic word processing program, like Notepad, before putting it in your HG software. Doing this will prevent any formatting or font issues that occur when you copy and paste directly from the original document.

To use your own agreement in HG software:

  1. Open the agreement you would like to use. Highlight the text, right click and select COPY.
  2. Search for and open Notepad on your pc (use the search bar from the Start button in Windows 7, use the search icon in the charms menu in Windows 8).
  3. Click in the blank document so you can see your curser, right click and select PASTE. You should now see your agreement.
  4. Highlight the text again, right click and select COPY.
  5. Go to your HG software and at the top of the screen click on Office then choose Edit Report Docs. A new window with a list of document will open.
  6. In the list find disclaim, you may need to scroll to the right. Double click on it to open.
  7. Highlight all the text and delete the content of the disclaim file.
  8. Once it is empty, click the screen so you can see your curser, right click and PASTE. Your agreement should show up on the screen.
  9. Don’t close the screen yet - you are almost done.

 

In order for the document to self-populate, you must add “merge fields.” Everything you need is right here on the screen and it is easy to add your company name, client name, property address, etc., by incorporating merge fields – it all reads from the info you put in your reports.

Here is how you do it:

  1. Put your curser in the location where you would like your company name to show up in the document.
  2. At the top of the screen, click in the field to the right of Insert Merge Field. A dropdown menu will appear.
  3. From the dropdown, find and select Inspector Company in the list – it is in alphabetical order.
  4. When you select it, the merge field for that info will appear in your document. It will look like this: *reportinfo.inspectorCompany*. This merge field will tell the document to read your company name from the Options>Inspector & License screen in your HG software.
  5. You can repeat the above process to incorporate a variety of information from your report: client(s) name, property address, total price of services, etc. Be sure to put your curser in the location you would like the info to be in the document, click the dropdown menu and cmake your choice from the list.
  6. Once you have added all the merge fields, at the top right of the screen, click the X to close the screen. When asked if you want to save changes click YES.
  7. If you want your agreement to be a page in the body of your report, go to the top left corner of the screen and select File, the click on Printing Options.
  8. In the list, find the print option you select when you distribute your report and click on the words of that option so the text highlights in blue. Go to the right and select Edit.
  9. You may get a pop-up indicating you are about to modify your printing options, if you see this click OK.
  10. On the next screen you will see several boxes, some with checkmarks in them. Every item with a checkmark is an element of the document created when this particular print option is selected. Be sure there is a check mark next to Agreement. At the bottom click OK.

Now your agreement will be a page in the body of your report!

 

 

 

 

Now your agreement will be a page in the body of your report!

 

Tags: agreement
Last update:
2016-04-04 16:17
Author:
HomeGauge Support
Revision:
1.3
Average rating: 5 (1 Vote)

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