Each month, we will highlight a time-saving feature or tip here in this thread. So check back periodically, and may this year be more successful for you all than last.
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My eyes are aging, and I'd prefer a bit larger text while working on reports. What options do I have to adjust my display?
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Since Report Writer inspection report files can take up room over time, particularly when lots of images or attachments are included, some inspectors may wish to periodically remove older ones from their hard drive to save space or simply to make future full data backups from their 3D program faster and smaller.
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To ensure that your Office Management job always links properly with converted Pocket reports, you may want to consider pre-stating your Pocket reports from Office Management initially. Doing so also allows you to pre-merge various Office Management job information into your pocket report, so that it is viewable on your PDA when you open the report there.
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Whether attached using an automatic Action, word processor options, or other method, once a document master is merged and attached to a specific inspection, it is listed in the lower Attachments pane of the report. Normally documents launch at attachment time for further customization for the inspection, but you may also edit or remove them later.
"Attached documents" print as part of the inspection body and are included in inspection previews, while "Attached files" that are .w3d type of documents are treated as separate entities which append to the report when printing or emailing. See program Help for more details about various attachment types and options.
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Office Management is your job information secretary, provided to collect contacts like clients and agents, and inspection site information associated with booking your jobs. Office Management is designed to eliminate double-entry, so client and job information can automatically merge into inspection report headers, footers, cover pages, and other attachments like summaries and contracts. Enter it once, merge it elsewhere automatically!
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Ever wished you could just send someone, perhaps support personnel, a capture of your computer screen, so they can see what you are looking at? Or perhaps prepare an instructional guide for your office staff? There’s even a handy button on your keyboard labeled Print Screen, but it doesn’t seem to do anything. Actually it does. |
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You've created your custom header for your inspection reports, but perhaps the report body is printing farther from your header than you would prefer. Learn how you may tweak your header and margin settings further to eliminate extra space between your header and report body... |
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The popular Residential Checkstyle form set packaged with standard editions of 3D software (or downloadable from the Bonus Downloads web page), comes preset with ratings boxes for various inspection items: OK, MM, RR to represent whether items are Serviceable or functional, Marginal/Maintenance needed, or Repair or Replace respectively.
Don’t like those ratings? No problem. They can easily be changed and adjusted to your own preferred Ratings system instead. How so? |
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Have you ever wondered how the Cover Image button in the lower pane of the report writer works? If you are using content provided by 3D Inspection Systems, you normally just click the Cover Image button in the lower pane of your inspection to quickly select a nice overall picture of the property you are inspecting. And it automatically prints on your report cover page.
How does the cover page know how and where to import your image? May you import it into other documents you use? How do you adjust the size of the printed image? Here’s what you need to know to set up or adjust documents to use the automatic cover image feature. |
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In an understandable attempt to eliminate annoying spam, over-zealous email filters can often inadvertently dump emails that you want to receive, including newsletter subscription requests or important emails or replies that you requested. Even 3D Inspection System users occasionally contact us saying they never received a recent software subscription or reply to a question they sent us. When subsequent resends or replies back are also dumped unceremoniously by their email, this compounds the problem of reaching them. How can you “whitelist” emails you want to receive? |
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