Inspection List - Bulk Action: Print and Mail Inspection Reminder

Inspection List - Bulk Action: Print and Mail Inspection Reminder

Purpose


  1. To demonstrate how to Print and Mail an Inspection Reminder.

Related Articles


  1. Inspections: Form Builder Basics
  2. Inspections: Form Builder Management

Video



Instructions




1. Click on Form Builder List under Inspections.


Click on Form Builder List under Inspections.



2. Click on Create Form to create a template.


Click on Create Form to create a template.



3. Create a name for the Inspection Reminder Form.


Create a name for the Inspection Reminder Form.



4. Click on the Template Category and choose Inspection Reminder for the Template Category.


Click on the Template Category and choose Inspection Reminder for the Template Category.



5. To help you create a form, please go to the Knowledge Based Article "Inspections: Form Builder Basics" to help you get started with creating a form.



6. Click on My Inspections or Inspections List once you have created an Inspection Reminder form.


Click on My Inspections or Inspections List



7. Select a scheduled inspection.


Select a scheduled inspection.



8. Click on Bulk Actions.


Click on Bulk Actions.



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9. Click on Inspection Reminder.


Click on Inspection Reminder.



10. Click on Print for Mailing.


Click on Print for Mailing.



11. Click on the dropdown arrow and choose the Form Template to be used.


Click on the dropdown arrow and choose the Form Template to be used.



12. Click on Double-Sided Print option if needed. This option will add the necessary blank pages to print Double-Sided properly.


Click on Double-Sided Print option if needed. This option will add the necessary blank pages to print Double-Sided properly if needed.



13. Click on Print to bring up the Template to be printed and then mailed.


Click on Print to bring up the Template to be printed and then mailed.



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