Most content included with various 3D Inspection Systems products includes handy shortcut links in the Actions pane to instantly attach summaries, agreements, and other types of documents to inspection reports using a single click, as well as Actions to easily access the master documents for editing or adjustments. You may wish to create or add your own Actions for new documents you create.

Premier and Standard editions have an additional separate Word Processor area that may be used to create new custom documents for various purposes.  (Focus editions do not have this option, but may be upgraded to Standard or Premier features).

You may find it convenient to first use the Word Processor to create and save your new document master as desired, with your standard wording and using the Insert options to include merge fields for automatically merging job and contact information for your various jobs, your logo and company information, cover image of the property, and so on.  Although once created the document may be used or attached from the Word processor to actual jobs, that uses extra steps that can be streamlined.  Or you may choose to create your new document at the same time your add your Action shortcut for it.  Either way, for documents you may use frequently, you'll want those set up as handy Actions.

To set up an Action that attaches a document and merges it for your current inspection:

  1. Tap the Customize My Actions button at the bottom of your Actions pane.
  2. Tap Add Action.  Enter a name for your action (for example if your new document is a summary designed to merge in summary area 2 items, perhaps use "Attach Summary 2" or "Attach [describe document purpose]") and choose Next.
  3. If you want your action to join an existing Category of similar type items (perhaps other items that get attached to reports), select the desired one, or you may choose No Category, and then tap Next.
  4. Choose the Report Writer > "Attach a new document to the inspection" if the document should become integral to the report and share its header, footer, and index, or use the Report Writer > "Attach a file to the inspection" if the document is treated as an appended item to your report PDF.
  5. Choose Next and then select or create your document.  Choose Next and Finish when done.
  6. Save your action adjustments to return back to the main program, or Cancel if you don't want your change added.

 

To set up an Action that launches the master document, either for convenient editing or tweaking of the master from time to time, or to use it as a document to merge for a job before an inspection is created:

  1. Tap the Customize My Actions button at the bottom of your Actions pane.
  2. Tap Add Action.  Enter a name for your action, perhaps "Edit [document name or purpose]" or "Launch [document name or purpose]" and choose Next.
  3. If you want your action to join an existing Category of similar type items (perhaps other edit template type items, select the desired one, or you may choose No Category, and then tap Next.
  4. Choose the Report Writer > "Open an existing document for editing" type, and tap Next.
  5. Select or create your document.  Choose Next and Finish when done.
  6. Save your action adjustments to return back to the main program, or Cancel if you don't want your change added.

 

If you've added and saved new handy shortcuts for your Actions, you may now just tap those to perform the shortcut!