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Copying inspection templates from one project to another

You can save time creating existing templates by copying existing one from other projects.

Only Field administrators can copy templates. Once copied, you can customize them according to the project’s needs.

Tip!

You can only copy from projects which you are invited to and you can only copy templates that your organization owns. Templates that have been shared with your organization are excluded.

Copying templates

  1. Select Field/Project/Settings.
  1. Under Inspections in the left-hand panel, select Templates.
  2. Click on Add Template in the top right corner and select Copy from project.
  1. In the Copy templates from another project window, select the project to copy from.
  2. Select a category.
  3. By default, these are already selected, so deselect any you don’t want to copy.
  4. Click Copy. Do not navigate away from the page while copying is in progress. Once this has finished you will see a confirmation message in the top right corner of the screen.

Tip!

You can select or deselect all rows using the checkbox in the header row.

What's next?

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