ScribeWare Directions
  • 🚀Welcome to the ScribeWare Training Site
  • Getting Started
    • 📃Overview
    • ✨ScribeWare and Desktop Basics
      • 📗Understanding Chapters and Sections
      • 📈The Left Side Bar
      • ☑ī¸Understanding Data Fields
      • 🚩Understanding Narratives
      • 🖊ī¸Adding Observations
      • 🚩The Difference Between Narratives and Templates
      • đŸŽĨPhotos and Videos
      • 🗡ī¸Cutting and Pasting Media Into a Report
      • ❓How Desktop and Mobile Work Together
    • Ideas for Multi-Family
    • 🚘The Mobile Version
      • 📙Written Overview of the Mobile App
      • đŸ“Ŋī¸Video Overview of the Mobile App
      • 🏗ī¸Adding and Renaming Chapters and Sections
      • ➕Adding Pictures from Your Mobile Device's Gallery into a ScribeWare Report
      • 🔗How Syncing Works
      • 💉Photo Annotations on Mobile Using iMarkup
      • đŸ’ĒVoice-to-text Tips For Scribers
    • 📸Managing Photos, Videos and Illustrations
      • đŸŽĨConnecting Photos and Videos to Use in Your Report
      • 💉Picture in Picture Photo Editing
      • đŸĻ…Tagging Photos
      • 📎The Report Directory
      • 📂External Media and Illustration Folders
      • 📉Adding Illustrations to The Illustrations Folders
    • 📩Submit Feedback for Desktop and Mobile
    • 🙏Finish Report Overview with The Request List Builder
    • đŸĨ‰Gunnysacks and Handling Multiple Defects With The Same System
      • 📸Photo Captions to Bullets Feature
      • 💰Using Gunnysacks to Reduce The Number of Comments You Need to Maintain
  • ADVANCED DESKTOP
    • đŸ–Ĩī¸Setting a Summary Statement at the Top of Your Summary Page
    • 🌎Global Keyword Searching on Desktop
    • 🔍Inspector Only Notes
    • đŸŒŗUsing Logic Trees
    • ⚡Advanced Workflow for Multiple Defects with the Same System
      • 🚩Inspector Only Notes and Narrative Shortcuts
      • 🚩Gunnysacks and Magic Captions
    • 🎁What's New
  • Customizations
    • đŸ’ĩSetting Up Your Business
      • ⚙ī¸The Settings
      • ☀ī¸Enter Company and Logo Information
      • 🚃Build Your Team
      • ✈ī¸Build and Manage Your Agreements
    • đŸ”ŗTemplate Customization
      • ❗Be Sure You Understand How Templates Work in ScribeWare
      • 🏚ī¸Building and Editing Descriptive Fields
      • đŸĒMoving Fields Between Chapters and Sections
      • 🚆Inspector Only Notes for Blazing Fast Comments
      • 🔝Resequencing and Renaming Chapters and Sections
      • đŸŒŗResequencing Data Fields
      • 🩹Recovering Chapters or Sections That Have Been Hidden
      • 🏎ī¸Building Links for Instant-Comments
      • 🎩Tricks for building a super-flexible template that can apply to most jobs
      • 📸Building a Camera or Video Icon Into Your Template for Quick Photo Placement
      • đŸ’ŖDeleting a Template
    • 🔡Narrative Customization
      • 🐋Understanding Narrative Comments
      • 🆎Editing Your Narrative Library of Pre-Made Comments
      • đŸ”ĻAdding Hidden Blue Titles to Your Narratives
      • 🕔Blending Your Imported Library From Another Software Into ScribeWare
      • Blending Library Comments from Another Template Into Your Template
      • 👩‍🎓Saving Illustrations with Narratives
      • 🚀Creating and Editing Text Replacement
      • Using Parent Comments
      • 💰Building Gunnysacks
    • 📙Library Features and Organization
      • 🎁Editing Library Categories
      • ⛏ī¸Using Library Categories to Populate a Section of Your Report With narratives
      • 👜Moving a Narrative from One Section to Another Section of Your Template
      • 🍞Blending Your Library From Another Software Into ScribeWare
      • 🩹Editing and Cutting From Your Library
    • 🎓Adding Illustrations to the Illustrations Folders
    • ⚡Using Descriptions to Power Background Information and CYA
      • 🏰Setting Default Descriptions
      • 🏹Powerful and Effective CYA and Boilerplate
      • 🎙ī¸Inspector Only Notes Where The Comment Stays Hidden
    • 🔌The Power of Boilerplate
    • 🖊ī¸Contracts and Agreements
    • đŸ’ĨThe Power of Modifiers
      • 🚲Overview: Observation Modifiers
      • đŸ“ēSetting a Default Modifier For a Section
      • 📡Showing No Major Concerns
      • đŸĒœAdding Sub-Modifiers to the Bottom of Narratives
    • đŸ•ļī¸Customizing Your Summary Page
    • đŸŽ¯Photo Tags
    • 🍒Observation Tags
  • Templates, Specialty Templates, Ancillary Services and Odd Jobs
    • 🌏The Narrative Template
    • ✔ī¸Check Box Style With Short Narratives
    • đŸ—ŧCondo Inspections
    • 🐜Pest Inspections
    • đŸŒĩTexas TREC Templates
    • ✏ī¸Written Consultations and One-Item Inspections
    • đŸ“Ŋī¸Sewer Scope Inspection Reports
    • â™ģī¸Re-inspections. Everyone's Favorite!
    • 🎱Pools and Spas
    • 🚒RV Inspections
    • 🌴California EEE Inspections
  • Into The Weeds
    • đŸ“ĒUsing PDF forms
    • Configuring PDF form fills in ScribeWare
      • Adding PDF form fields to your ScribeWare template
      • Uncover your PDF's Database Field names
      • Filling your PDF form with commonly used information
      • Filling your PDF form with field-specific information
      • Adding pages to your PDF with additional information
    • 🏅Customizing the Look of the Report
    • 📎Integrations
      • ISN
      • NXT
      • Zapier
    • 🚩Your Data in ScribeWare
  • Making the transition
    • đŸŗHow to import your Spectora templates into ScribeWare
    • 🌷How to import your Home Inspection Pro (HIP) template into ScribeWare
    • ℹī¸How to import your InspectIt templates into ScribeWare
    • 😎How to import your HomeGauge templates into ScribeWare
    • đŸ‘ŖTransitioning from other software into ScribeWare
  • Frequently Asked Questions
    • ❓What is the difference between Default Descriptions and Default Field Values?
  • Troubleshooting
    • Preview not opening
  • 🚓Troubleshooting Syncing
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  1. Customizations
  2. Setting Up Your Business

The Settings

This video provides an overview of all the features in the settings tab. There is a lot under the hood here, so it is useful to understand all that lives here.

PreviousSetting Up Your BusinessNextEnter Company and Logo Information

Last updated 1 year ago

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