This article covers how to add a template from the Starter Templates and how to copy an existing template.

Adding a Template from our Starter Template List

Our Starter Templates are designed for the different use cases of Inspections and customizable once added to your account. A selection of templates will have been setup and selected at the time you setup your account. 

To add a template from the Starter Template list, follow the steps below:

• Log into your account in Manage

• Click on the Settings icon in the upper right corner, next to your initial

• Next, click on the Templates tab on the left under Setup

• Click on the New Template button in the upper right corner

• This will open the list of Starter Templates to choose from

• Click on the circle to the left of the template you wish to add

• Next, select Create Template

• The template will automatically be added to your account and open the Edit Template view

• Here you can make any necessary changes to the preset template arrangement

• Please note: Be sure to assign the proper Report Workflows and Property Sharing to ensure properties have access to the newly added template

Duplicating an Existing Template

You can make duplicates of existing templates within your Template Library. This can be useful if properties need access to the same type of template, but may have varying needs for what is listed within the sections of that template.

To duplicate an existing template, follow the steps below:

• Log into your account in Manage

• Click on the Settings icon in the upper right corner, next to your initial

• Next, click on the Templates tab on the left under Setup

• You can use the search bar in the upper right to filter for a specific template

• Once you have the correct template, click on the circle icon to the left to open the Bulk Actions bar at the bottom of the page

• Click on the Batch Duplicate button

• This will open a screen on the right to select the appropriate Property Sharing for the new template

• You can choose to assign the template to all properties, or specific ones

• Once you have finished making your property selections, click the Create Template button in the lower right corner

• The template has now been duplicated, and you can now make any edits necessary without affecting the original template