Palm-Tech

Matt Wheeler

Guides on how to customize your templates in the Palmtech Complete Portal

Template Editor

How to use the Template editor

Structure of an inspection template

Customizing templates in the Template Editor

How to add templates from the Template Library

Getting Started with the Template Editor

Setting up Categories for your inspection template

Setting up Lines for your inspection template

Setting up and using Optional lines and categories

Duplicate lines and categories

How to add additional details to a line (How do I use Additional Inputs)

Building Template Structure: Categories & Lines

Choose a default location for a comment

Add and Edit Ratings in the Template Editor

Locations (template editor)

How to set Default Ratings

How to add diagrams

How to add Disclaimers to your report in the Template Editor

Ratings, Locations & Additional Details

Find answers and get help from Intercom Support and Community Experts

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