> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hiveinspect.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Inspection Templates

> Learn how to use and manage inspection templates in Hive

⏱️ **Estimated time:** \~5 minutes

## Video Tutorial

<Card title="Setting Up Your Inspection Workflow" icon="circle-play">
  <iframe width="100%" height="450" src="https://www.loom.com/embed/b434ec78c62f4af48fa17f8cb37a4ffe" frameborder="0" allowfullscreen />
</Card>

<Steps>
  <Step title="Accessing Templates — 0:01">
    * Navigate to the templates tab after setting up your account settings
    * Initially, there will be no templates available

    <img src="https://mintcdn.com/hiveinspect-43c85ed1/xYKGp_3A44kyTeKP/images/Inspection-Template-1%20.jpg?fit=max&auto=format&n=xYKGp_3A44kyTeKP&q=85&s=64b26c75aebf1c447e4468d2cbfb8fa0" alt="Accessing the templates tab" width="1670" height="1080" data-path="images/Inspection-Template-1 .jpg" />
  </Step>

  <Step title="Adding Templates — 0:19">
    * There are three ways to add templates:
      * Import from existing software
      * Download from the template hub
    * Users typically use the first two methods

    <img src="https://mintcdn.com/hiveinspect-43c85ed1/xYKGp_3A44kyTeKP/images/Inspection-Template-2.jpg?fit=max&auto=format&n=xYKGp_3A44kyTeKP&q=85&s=f125fe2248a76794706f0282ac268dfe" alt="Adding templates" width="1670" height="1080" data-path="images/Inspection-Template-2.jpg" />
  </Step>

  <Step title="Importing Templates from the Template Hub — 0:38">
    * Browse through various templates created by expert inspectors
    * Examples include:
      * Hive Inspection Residential
      * Concave Residential Inspection Report
      * Sewer Lateral from All-Star Home Inspection
    * Click **Import** to add a selected template to your account

    <img src="https://mintcdn.com/hiveinspect-43c85ed1/xYKGp_3A44kyTeKP/images/Inspection-Template-3.jpg?fit=max&auto=format&n=xYKGp_3A44kyTeKP&q=85&s=8fa157d432b173321ceb44559ba1a6da" alt="Importing from the template hub" width="1670" height="1080" data-path="images/Inspection-Template-3.jpg" />
  </Step>

  <Step title="Editing the Template — 1:09">
    * After importing, you can:
      * Duplicate the template
      * Share it via email
      * Edit the template details

    <img src="https://mintcdn.com/hiveinspect-43c85ed1/xYKGp_3A44kyTeKP/images/Inspection-Template-4.jpg?fit=max&auto=format&n=xYKGp_3A44kyTeKP&q=85&s=70833b14470f4c6b2158e39369d4274d" alt="Editing the template" width="1670" height="1080" data-path="images/Inspection-Template-4.jpg" />
  </Step>

  <Step title="Customizing Template Details — 1:17">
    * The Overview section includes:
      * Template name
      * Enable/disable rating flags (IN and INP)
      * Customer viewing name
      * Report introduction text (main inspection)
      * Report summary text (summary report)

    <img src="https://mintcdn.com/hiveinspect-43c85ed1/xYKGp_3A44kyTeKP/images/Inspection-Template-5.jpg?fit=max&auto=format&n=xYKGp_3A44kyTeKP&q=85&s=91f117cf302ed1063fb21b0295605d86" alt="Customizing template details" width="1670" height="1080" data-path="images/Inspection-Template-5.jpg" />
  </Step>

  <Step title="Adding Documents to the Template — 1:59">
    * Attach PDFs, PNGs, or other files to the template
    * These documents will be visible to customers in their reports

    <img src="https://mintcdn.com/hiveinspect-43c85ed1/xYKGp_3A44kyTeKP/images/Inspection-Template-6.jpg?fit=max&auto=format&n=xYKGp_3A44kyTeKP&q=85&s=ee947cf19246fec1d4cca6b172728698" alt="Adding documents to the template" width="1670" height="1080" data-path="images/Inspection-Template-6.jpg" />
  </Step>

  <Step title="Organizing Inspection Order — 2:16">
    * Adjust the sequence of sections in the report for customer viewing
    * Drag and drop sections to reorder them

    <img src="https://mintcdn.com/hiveinspect-43c85ed1/xYKGp_3A44kyTeKP/images/Inspection-Template-7.jpg?fit=max&auto=format&n=xYKGp_3A44kyTeKP&q=85&s=a67122df80f080668f542c60c681d2f1" alt="Organizing inspection order" width="1670" height="1080" data-path="images/Inspection-Template-7.jpg" />
  </Step>

  <Step title="Saving Changes — 3:05">
    * After making edits, click **Save Changes** to apply your modifications

    <img src="https://mintcdn.com/hiveinspect-43c85ed1/xYKGp_3A44kyTeKP/images/Inspection-Template-8.jpg?fit=max&auto=format&n=xYKGp_3A44kyTeKP&q=85&s=c791615c3358193421b4b396c85d4ee9" alt="Saving changes" width="1670" height="1080" data-path="images/Inspection-Template-8.jpg" />
  </Step>

  <Step title="Text Editing Options — 3:14">
    * Customize text with brand colors and images in the introduction and report sections

    <img src="https://mintcdn.com/hiveinspect-43c85ed1/xYKGp_3A44kyTeKP/images/Inspection-Template-9.jpg?fit=max&auto=format&n=xYKGp_3A44kyTeKP&q=85&s=6a5ce93a270a187445cb1123e48de937" alt="Text editing options" width="1670" height="1080" data-path="images/Inspection-Template-9.jpg" />
  </Step>

  <Step title="Adding Comments to the Template — 3:27">
    * Three types of comments can be added:
      * Information
      * Limitations
      * Defects or deficiencies
    * Use **New Field** to add comments and descriptions

    <img src="https://mintcdn.com/hiveinspect-43c85ed1/xYKGp_3A44kyTeKP/images/Inspection-Template-10.jpg?fit=max&auto=format&n=xYKGp_3A44kyTeKP&q=85&s=a9214c4ff98892eeb75f4f43c85a7dae" alt="Adding comments to the template" width="1670" height="1080" data-path="images/Inspection-Template-10.jpg" />
  </Step>

  <Step title="Saving Comments to the Template — 4:03">
    * Use the **Save to Template** button to save new comments or changes to existing comments

    <img src="https://mintcdn.com/hiveinspect-43c85ed1/xYKGp_3A44kyTeKP/images/Inspection-Template-11.jpg?fit=max&auto=format&n=xYKGp_3A44kyTeKP&q=85&s=61224b1d3c2b5e951f0443acdcff21f0" alt="Saving comments to the template" width="1670" height="1080" data-path="images/Inspection-Template-11.jpg" />
  </Step>

  <Step title="Importing from Other Software — 4:16">
    * If transitioning from Spectora or another company, select the option to import
    * Ensure to export files in HTML format for proper text formatting

    <img src="https://mintcdn.com/hiveinspect-43c85ed1/xYKGp_3A44kyTeKP/images/Inspection-Template-12.jpg?fit=max&auto=format&n=xYKGp_3A44kyTeKP&q=85&s=6a6c0aa6fe793f6fc0cd7b1537bd31d2" alt="Importing from other software" width="1670" height="1080" data-path="images/Inspection-Template-12.jpg" />
  </Step>
</Steps>
