Editing Reports:

Once the inspection report has been completed by following the template selected on the Start New Inspection form, the inspector can still choose to apply further formatting, add additional document inserts, add further observations etc. Also, as the report is now simply a Microsoft Word document, any of the standard Word tools available can also be used.

Additional tools for formatting are available under the Edit Report toolbar/menu. Note: If the report to be edited is already open, any menu items can be selected and applied to the open document. If the report to be edited is not yet open, first close any existing reports then select Edit Report->Open Edit Existing Report from the menu.

Update TOC Headings Page No:
Applying most INSPECTEXPRESS™ formatting will automatically update the Table of Contents headings and page numbers, but if you have edited the report by simply typing in the document, or using any Word tools, the Table of Contents headings and page numbers can be updated using this menu selection. 

Report Upload Login:
If you are using our PDF Report Hosting service, or upload reports to your own website, you can connect directly to the upload page configured on the Report Upload Login tab of the Company Information form. (Settings->Set Company Information on the toolbar/menu). If you are using a demo version of INSPECTEXPRESS™, or have not yet had your profile configured on our server, you will be automatically connected to our guest account. 

If you wish to upload a report, first convert the report to PDF format using the Neevia Document Converter that can be downloaded from our website, or your own PDF software. (See PDF Report Hosting for further information on this topic).

Insert Observations at Cursor:
Single observations can be quickly added to the report from the database at any time. To add an observation, place the cursor on the document where you would like the comment to be inserted before selecting this menu item. See Inserting Observations for more information on this topic.

Highlight Selected Paragraph:
Highlights can be applied to a paragraph in the document by placing the cursor at any position in the paragraph. Highlights will be applied according to the defaults on the Highlight tab on the  Styles and Font Settings form.  See Highlighting Comments and Defects or Highlight Settings for more information on this topic.

Insert Table of Contents:
If the Table of Contents was not included when the report was starting using the Start New Inspection form, it can be added later if necessary. Place the cursor on the document where you would like the TOC to be inserted before selecting this menu item. 

Table of Contents will be created using all 'Heading 1' text by default. 'Heading 2' styles can also be added to the TOC. One or two column styles are also available. These TOC styles can be set on the Settings tab of the Main Settings form (Settings->Set Main Program Settings on the toolbar/menu).

Insert Headers and Footers:
Headers and footers can be applied to the entire document at any time according to the styles set on the Header Footer tab of the Main Settings form (Settings->Set Main Program Settings on the toolbar/menu). These include choices such as page numbering, client and report details and the inspector's logo. See Header and Footer Settings for more information on this topic.

Apply Heading Numbering:
Numbering can be applied individually to both Heading 1 and Heading 2 style text. Note: Applying the Heading numbering requires INSPECTEXPRESS™ to scan the entire document and may take some time. The status of the formatting is displayed in the Word status bar at the bottom of the page. See Styles and Font Settings for more information on numbering styles for the headings.  

Find - Replace Place Holders:
Placeholder symbols (@@@) are used in default check box comments when the inspector will want to further edit the observation during the creation of the report. These can either be replaced while selecting each comment, or the inspector can write the comment to the report with the placeholder symbol and search the report to replace these symbols at the end by using this menu item.

Adding document inserts:
Most document inserts are added to the report by selecting them on the Start New Inspection form, but can also be added to the report at any time. To add an insert to a report, position the cursor where the insert is to be placed in the current document and browse to the required document by selecting Document Inserts->Insert Document from the toolbar/menu. Inserts can include inspection standards, report covers, inspection agreements or your own custom documents. See Using Document Inserts for more information on this topic. 

Adding images:
Images can be added to the completed report at any time, either by adding photo template pages or by inserting the photo directly into the body of the report. To insert a photo into a paragraph, place the cursor anywhere in the paragraph you want the photo inserted and select Insert Image->Word Wrap File Image from the toolbar/menu. See Adding images to the report or Image Settings for more information on this topic. 

Related Topics:

Inserting Observations
Highlighting Comments and Defects
Highlight Settings
Header and Footer Settings
Styles and Font Settings
PDF Report Hosting
Using Document Inserts
Adding images to the report
Image Settings
Customizing Reports
Main Program Settings