Documents have taken a huge leap forward in zInspector 3.
Property managers and other professionals can apply slight adjustments or major revisions to existing zInspector documents, forms, and inspection templates—and even create entirely new ones from scratch. These documents, forms, and inspections are all fillable within zInspector 3’s Inspect mode.
On the zInspector website, select Properties from the menu bar, and click on Documents. This will open the Completed Documents list.
The Completed Documents list—no surprise—lists the documents that have been completed and uploaded from your device(s); it provides a quick way to locate a document and even edit certain elements. Click the View Fields button for any listed document to edit certain system fields, template content, and auto-populated information not necessarily editable directly within the Report Preview, which is the editable view that opens when an inspection or photo activity is selected in Timeline.
Even custom documents created in the classic zInspector app that are not editable in Report Preview (i.e., but instead download directly as a PDF when clicked on in Timeline) can be modified to an extent in the View Fields window. Fields available to edit depend, of course, on the fields contained in the document itself.
Pro tip: You can upload any document into zInspector for a specified property, such as a contractor bid, servicer receipt, or even lease agreements. Click the Upload Document button in the Completed Documents list to give it a try.
From the Completed Documents list, you can click on Document Templates to view, manage, customize, create and edit inspection templates, forms, and documents as needed. Active Templates is the default, and arguably most important, tab in your Document Templates menu: your Active Templates are in fact the available fillable templates in zInspector 3’s Inspect mode.
Active Templates can be made inactive so they no longer appear in the app’s Inspect mode template list: simply click on the Make Inactive button for the relevant template.
Active Templates can also be edited, customized, and updated: simply click the New Draft button for the relevant template to get started.
When editing, customizing and updating templates, the possibilities are basically endless.
- See this video for an intro and some basic instructions on template modification and publishing.
- Email us with questions. If possible, send a copy of your current paper document so we can suggest how to best convert it into a fillable zInspector template.
The Inactive Templates tab lists inactivated templates, both those simply not needed by your team as well as obsolete versions of active templates.
The Drafts tab contains template drafts that have not been published. Until they are published, new drafts of active and inactive templates will appear in here.
The Customize tab contains some key tools for customizing the appearance and other properties of your completed documents.
- Logo – Drag-and-drop a company logo into the dropzone here to add a logo to your documents.
- Header – Specify a header, such as company contact info, to appear on your documents.
- Footer – Add a brief footer if desired—great for a succinct disclaimer or customer appreciation message.
- Document Name Format – Select the desired naming convention for PDF Documents, either:
- Property-Name_Document-Name_YYYY-MM-DD (“123 Main St_Move-In_2020-03-12”)
- Document-Name (“Move-In”)
This tab also provides options to Include Document Name on Picture Pages and add Permanent TimeStamps on Pictures.
In Task Docs you can specify specific groups of zInspector documents to accompany specific Task Categories. For example, a Moving Out task might prescribe a Move Out inspection, a Move Out – Keys and Security Deposit Return Address document, and a Smoke Detector Inspection, as well as an optional Pet Inspection. zInspector users who work in the Task Manager will find this especially helpful to ensure that their inspectors/agents are completing all the documentation required for a given scenario.
Only the most advanced users are likely to create a new template entirely from scratch, as existing templates are often a great foundation for new documents. Nonetheless, the New Template tab is where they would get started.
Questions? Send us an email!