The Inspection Support Network

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

Template Editor

How to add templates from the Template Library

Customizing templates in the Template Editor

Structure of an inspection template

How to use the Template editor

Getting Started with the Template Editor

Duplicate lines and categories

Setting up Categories for your inspection template

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

Setting up and using Optional lines and categories

Setting up Lines for your inspection template

How to Edit or Delete Comments in the Library

Building Template Structure: Categories & Lines

Building Template Structure: Categories &amp; Lines

How to add Disclaimers to your report in the Template Editor

Locations (template editor)

Add and Edit Ratings in the Template Editor

How to add diagrams

How to set Default Ratings

Choose a default location for a comment

Ratings, Locations &amp; Additional Details

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Template Editor

Getting Started with the Template Editor

Building Template Structure: Categories &amp; Lines

Ratings, Locations &amp; Additional Details

Building Template Structure: Categories & Lines

Ratings, Locations & Additional Details