Add, Edit, or Delete Print or Upload Document Settings
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
- At the top-level menu, click File > Printing Options
- Click Add button with orange plus (+) on the right of the window
- Give the Document Setting a Document Name (for Inspector Use) and a Document Name (Displayed at Uploaded Report).
- Set the Upload Document Type in the upper right appropriately
- Check the boxes next to the parts you'd like included in the report
- At the top of the window, click the Other tab
- Choose the Print Order. The Print Order sets the order of parts when the report is printed or uploaded
- Click the part you would like to move up or down
- Use the up and down arrows on the right of the window
- Choose the Output Type. This determines what kind of file is created during the Print or Upload process
- 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
- Click OK to save the Document Setting
- Click OK to exit the Print Option window
Edit an Existing Document Setting
- At the top-level menu, click File > Printing Options
- Click to highlight the Document Setting you would like to edit
- Click the Edit button with the wrench icon on the right of the window
- Make any changes you wish
- Click OK to save the Document Setting
- Click OK to exit the Print Option window
Delete an Existing Document Setting
- At the top-level menu, click File > Printing Options
- Click to highlight the Document Setting you would like to delete
- Click the Delete button with red X on the right of the window
- If a warning box pops up, click OK. When prompted "Delete?" click Yes.
- 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.
- Follow the steps above to Add a New Document Setting
- During Step 5, check only the boxes for Summary and All Summaries (or Select Summaries to limit which ones are included).
- Click OK to save the changes. Click OK to exit the Print Options window
- 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.
- 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.
- 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:
- 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.
- Choose the custom cover you created, then click Open.
- Finish creating the Print Document Setting per the instructions above.
