> For the complete documentation index, see [llms.txt](https://docs.scribeware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.scribeware.com/getting-started/scribeware-and-desktop-basics/the-left-side-bar.md).

# The Left Side Bar

* Preview and Publish a Report&#x20;
* Copy Report, which will copy all the data in a report to a new report
* Review Required Fields&#x20;
* Save Template
* Submit feedback
* Access Your Settings

<figure><img src="/files/beJq8qlfWZOAHZPpvmWw" alt=""><figcaption></figcaption></figure>

### Preview and Publish a Report&#x20;

DESKTOP VIEW: This first video shows the preview and publish functions on the desktop side of things. Note that you cannot share a previewed report, but you can see what it will look like. In a previewed report, you will not be able to stream videos or produce a PDF. You can preview a report as many times as you like.&#x20;

Please note that to see publishing and preview on the mobile app, please check the mobile app section of these directions.&#x20;

{% embed url="<https://youtu.be/XUmZRh0R9sg>" %}

### Copy Report&#x20;

This feature can be used for building sample reports or performing re-inspections. See the videos below.&#x20;

{% embed url="<https://youtu.be/W3BcrxMEn-Y>" %}

## Creating a Sample Report for Your Website

One of the easiest ways to create a professional sample report is to duplicate a completed inspection report and remove any client-specific information. This allows you to showcase the quality of your reports while protecting your client's privacy.

### Step 1: Open a Completed Report

Open a report that has already been completed and published.

Choose a report that represents the quality of work you want prospective clients to see.

### Step 2: Create a Copy of the Report

1. Open the report.
2. Select **Copy Report**.

ScribeWare will create an exact duplicate of the original report, allowing you to edit the copy without affecting the original inspection.

### Step 3: Remove Personal Information

Update the copied report to remove any identifying information, including:

* Client name
* Property address
* Any other personal details that could identify the client or property

For example:

* Change the client name to **Sample Report** or **ABC Home Inspection Sample**.
* Replace the property address with a generic address in your service area.

This ensures your sample report protects your client's privacy.

### Step 4: Update the Cover Photo (Optional)

When a report is copied, the original cover photo is removed.

You have several options:

* Upload a photo of a different home.
* Use a stock or portfolio image.
* Leave the cover photo blank.

Using a different house photo helps further anonymize the report while creating a more polished presentation for your website.

### Step 5: Publish the Sample Report

Once you've removed the personal information:

1. Click **Publish**.
2. Choose **Publish Without Sending**.

ScribeWare will generate a new report link for the copied report.

### Step 6: Add the Link to Your Website

Copy the newly generated report link and use it anywhere you want visitors to view your sample report, such as:

* Your website
* Marketing materials
* Social media
* Email signatures

### Best Practices

* Choose one of your best inspection reports as the foundation for your sample.
* Remove all client-identifying information before publishing.
* Replace the cover image with a different home to further protect the original property.
* Publish the copied report without sending it to a client.
* Use the new report link for your website and marketing materials.

### Summary

Creating a sample report is as simple as copying an existing report, removing the personal information, updating the cover photo if desired, and publishing the copy without sending it. This gives you a professional sample report that demonstrates the quality of your inspections while maintaining your clients' privacy.

## Re-Inspection Using Copy Report&#x20;

{% embed url="<https://youtu.be/sYfA6U4Uf2o>" %}

### Required Fields

Here are a number of videos showing how to use required fields. These are a great way to make sure you do NOT miss anything on an inspection. You can set your entire SOP as a required field to let ScribeWare walk you through the inspection so you never miss anything critical.&#x20;

{% embed url="<https://www.youtube.com/watch?v=RToHlFRf9LE>" %}

### Save Template&#x20;

### Submit Feedback&#x20;

### Settings&#x20;


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.scribeware.com/getting-started/scribeware-and-desktop-basics/the-left-side-bar.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
