Templates Tutorial
Templates let you save and reuse report layouts, speeding up report creation. YachtInspect supports two types of templates: Report Templates (full editor layouts) and HTML Templates (reusable text blocks and tables). This tutorial covers both.
The Template Picker
When you create a new report, the template list opens under Select Template in New Report (tap + on the Reports tab):
- Use the Search templates... field to find templates by name or description.
- System (global) templates appear first, followed by your company's templates.
- Company templates are sorted by date, with the most recently changed at the top.
- Select a template and tap Create Report with Template.
Tip
Your company's default template is pre-selected, so most reports start with a single tap.
System vs. Company Templates
There are two scopes for report templates:
- System (global) templates: Built-in templates available to all users across all companies: Findings, Photo, Progress and Final Report. They carry a System badge.
- Company-specific templates: Created by your Key Users and visible only within your company. These reflect your organization's standards and branding.
Each template has a menu with Duplicate, Version history (with Restore), Set as Default and Delete. Every save of a template keeps a version.
Report Types
Each report has a type, set in the Report Designer under Settings › Basics › Report Type:
| Type | Purpose |
|---|---|
| Photo Report | Photo-focused reports with image grids |
| Progress | Progress/status update reports |
| Findings | Full survey reports with findings |
| Final | Final deliverable reports |
| Damage Report | Reports documenting damage |
Creating and Saving Report Templates
Report templates store the full editor state -- a JSON representation of all elements, their positions, properties, and layout settings.
- Build your report layout in the Report Designer.
- When satisfied with the layout, open the Save menu and choose Save Template.
- Give the template a name. To have it pre-selected for new reports, use Set as Default in the template menu.
Templates also store the prompts used during AI-assisted generation, for reference.
Note
Only Key Users can create, edit and delete templates and work in the Report Designer. Standard users create classic Photo and Findings reports.
HTML Templates
HTML Templates are reusable content blocks. In the Report Designer, add a Custom Text Block (Basic tab) or a Table, then use Save as Template in its properties. Saved blocks appear in the Custom tab of the element palette, ready to drag into any report.
Each HTML Template has:
- Title: a descriptive name
- Content: the formatted content of the block
- Company scope: HTML Templates are company-specific
HTML Templates are useful for standardized sections that appear across multiple reports, such as disclaimers, terms and conditions, or company-specific header blocks.
Sharing Templates
- Company templates are visible to everyone in your company.
- System templates are shared globally and can only be changed by QuickInspect administrators.
- Company templates can be edited by Key Users.
Next Steps
- Customize template content in the Report Designer Tutorial
- Learn about team roles and permissions in the Team Management Tutorial
- Configure company branding in the Settings & Company Tutorial