🛻Moving Chapters Between Templates

This is useful if you want to move chapters such as 4-point or wind mitigation chapters from one template to another.

Copying Chapters Between Reports

Copying chapters between reports is an easy way to expand or customize your inspection template without rebuilding content from scratch. Whether you've received a new chapter from another inspector, imported a specialty template, or created content in a separate report, you can copy individual chapters into your existing template or report.

This workflow is especially useful for adding specialty inspection chapters—such as Four-Point, Wind Mitigation, or other inspection forms—while keeping your primary template clean and organized.

Copying a Chapter

To copy a chapter into another report:

1. Open the report containing the chapter you want to copy.

2. Select the three-dot menu at the top of the chapter.

3. Choose Copy Chapter to Another Report.

4. Select the destination report.

5. Confirm the copy.

The chapter and all of its contents—including observations, sections, comments, styles, and settings—will be added to the selected report.

Organizing Imported Chapters

After copying a chapter, you can reposition it within the destination report:

1. Open the destination report.

2. Click the Edit Chapters (pencil) icon.

3. Drag the imported chapter to its desired location.

4. Exit chapter editing when you're finished.

Many inspectors keep specialty chapters near the bottom of their template so they are available when needed but remain out of the way during a typical inspection.

Common Uses

• Add specialty inspection chapters to your primary template.

• Import updated chapters without replacing your entire template.

• Transfer custom chapters between reports or templates.

• Build a library of reusable inspection content that can be copied into reports as needed.

Best Practices

• Maintain a separate "master template" report that contains your standard inspection workflow.

• Store specialty chapters in separate reports so they can be copied into your template only when needed.

• Avoid saving one-off job modifications back into your master template. Instead, copy only the chapters you want to keep for future inspections.

Copying chapters between reports provides a flexible way to manage your templates, allowing you to reuse and organize inspection content without rebuilding it from scratch.