Tips and Tricks

Learn about time-saving features or tips here.  Find additional tips on our Video Channel and Get Started resources.

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When you start mobile reports from your Office Management job, this insures it will later link properly with the final converted report, as well as allows you to pre-merge various Office Management job information into your mobile report, so that it is viewable in your report on your device.  Mobile reports should always be uploaded and retrieved into the same master Office Management database from which they were created.

Whether attached using an automatic Action, word processor options, or other method, once a document master is merged and attached to a specific inspection, it is listed in the lower Attachments pane of the report.  Normally documents launch at attachment time for further customization for the inspection, but you may also edit or remove them later.

"Attached documents" print as part of the inspection body and are included in inspection previews, while "Attached files" that are .w3d type of documents are treated as separate entities which append to the report when printing or emailing.  See program Help for more details about various attachment types and options.

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How has COVID affected your inspection or marine survey business?

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