Personalizing your inspection reports with your name helps build client confidence and branding.
Step 1: Access Your Profile Settings
Navigate to your account or profile settings within Agile Inspections.
Step 2: Update Your Inspector Name
Look for a field labeled "Inspector Name" or "Full Name" and ensure your name is entered correctly.
Step 3: Configure Report Template
Go to Report Settings or Template Editor and verify that the inspector name field is enabled in your template.
Step 4: Map the Name Field
In the report template settings:
- Locate the "Inspector Name" or "Signed By" field
- Ensure it's linked to your profile information
- Configure where it should appear (footer, header, signature section)
Step 5: Generate a Report
Create a new document from your inspection. Your name should now appear in the report.
Troubleshooting
My name doesn't appear in the report:
- Check that your name is filled in your profile settings
- Verify the template has the name field enabled
- Make sure you've regenerated the document after saving settings
The wrong name appears:
- Update your profile information
- Regenerate the document