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Palm-Tech Home Inspection Software
How To Guides

Palm-Tech How To Guides provide step by step instructions on a variety of topics. Below is the list of available How to Guides.

The documents below are broken up into categories to help you find the exact How To you are looking for. Click on a section title to skip directly to that section:

If you are using a previous version of Palm-Tech, you can see a listing of How Tos for version 7 here and version 6/6.5 here.


App Basics   PC Basics   Cloud Drive   Customization   Install/Updates   Support  

App Basics

How to Start a New Inspection on the App How to Start a New Inspection on the App
This How To article will show you how to start a new inspection on the Palm-Tech App.

How to Open an Inspection from the Cloud Drive on the App How to Open an Inspection from the Cloud Drive on the App
This How To article explains how to open an inspection file on the app from the cloud drive.

How to Add a Cover Page on the App How to Add a Cover Page on the App
This How To article will show you how to add a cover page to your reports in the Palm-Tech App.

How To Change the Tap and Hold Speed How To Change the Tap and Hold Speed
This How To article will show you how to change how fast tap and hold cycles through dropdown options in the Palm-Tech App.

How To Adjust Font Size on the App How To Adjust Font Size on the App
This How To article will show you how to adjust the font size in the Palm-Tech App.

How Print Settings Work on the App How Print Settings Work on the App
This How To article explains how Print Settings work on the app and how to adjust them for the reports you create with the Palm-Tech App.

How to Collect a Signature on the App How to Collect a Signature on the App
This How To article will show you how to collect an electronic signature in the Palm-Tech App.

How to Delete Categories on the App How to Delete Categories on the App
This How To article will show you how to delete categories in the Palm-Tech App.

How to Delete Lines on the App How to Delete Lines on the App
This How To article will show you how to delete lines in the Palm-Tech App.

How to Rename Categories in the App How to Rename Categories in the App
This How To article will show you how to rename categories in the Palm-Tech App.

How to Review Your Inspection on the App How to Review Your Inspection on the App
This How To article will show you how to review your inspection report on the Palm-Tech App.

How to Add Disclaimers to Inspections on the App How to Add Disclaimers to Inspections on the App
This How To article will show you how to add disclaimers to inspections in the app.

How to Create a PDF in the Palm-Tech App How to Create a PDF in the Palm-Tech App
This How To article explains how to create a PDF of your inspection in the app.

How to Copy/Paste Lines on the App How to Copy/Paste Lines on the App
This How To article explains how to copy and paste lines in the Palm-Tech app.

How to Use Cost Estimates on the App How to Use Cost Estimates on the App
This How To article explains how to use cost estimates on the app.

How to Add Tech Notes to an Inspection on the App How to Add Tech Notes to an Inspection on the App
This How To article explains how to add tech notes into your inspections on the App.

How to Rename an Inspection on the App How to Rename an Inspection on the App
This How To article explains how to rename an inspection file on the app.

How to Change the Color Scheme on the App How to Change the Color Scheme on the App
This How To article explains how to set the color scheme on the app.

How to Rotate a Picture on the App How to Rotate a Picture on the App
This How To article explains how to rotate a picture on the app.

How to Add Markups to Pictures on the App How to Add Markups to Pictures on the App
This How To article explains how to add markups to pictures on the app.

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PC Basics

How to Change the Default Image Size How to Change the Default Image Size
This How To article explains how to change the default size that images are added into your inspection.

How to Change the Email Template How to Change the Email Template
This How To article explains how to change the default email template.

How to Email a Single Page of a Report How to Email a Single Page of a Report
This How To article explains how to email a single page of an inspection report.

Enable Entry of Cost Estimates Enable Entry of Cost Estimates
This How To article will show you what setting to change to enable the entry of cost estimates.

Modify Cost Estimate Settings Modify Cost Estimate Settings
This How To article will show you how to modify the various cost estimate settings.

How to Change the Archive Location How to Change the Archive Location
This How To article explains how to change the archive location.

How to Setup Auto Rating Entry How to Setup Auto Rating Entry
This How To article explains what Auto Rating Entry is and shows how to turn it on and off.

How to Show Ratings Individually Onscreen How to Show Ratings Individually Onscreen
This How To article explains how to change the rating entry to an option list from a dropdown list on a PC.

How to Add Markups to Pictures How to Add Markups to Pictures
This How To article explains how to add markups to pictures on a PC.

How to Use Cost Estimates on the PC How to Use Cost Estimates on the PC
This How To article explains how to use cost estimates on a PC.

How to Turn Off the Add to List Prompt How to Turn Off the Add to List Prompt
This How To article will show how to turn off the 'Add to List' prompt that appears when entering new descriptions.

How to Use Completeness Checks How to Use Completeness Checks
This How To article explains how to use completeness checks.

How to Use Edit Checks How to Use Edit Checks
This How To article explains how to use edit checks.

How to Review the Inspection Summary Stats How to Review the Inspection Summary Stats
This How To article explains how to review the inspection summary stats.

How to Use Spell Check How to Use Spell Check
This How To article explains how to use the spell checker.

How to Add a Diagram to an Inspection How to Add a Diagram to an Inspection
This How To article explains how to add a diagram into your inspection file.

How to Add Tech Notes to an Inspection on a PC How to Add Tech Notes to an Inspection on a PC
This How To article explains how to add tech notes into your inspections on a PC.

How to Conduct a Reinspection How to Conduct a Reinspection
This How To article explains how to conduct a reinspection on an already completed inspection.

How to Work With Summaries How to Work With Summaries
This How To article explains how to change the various settings related to how your summaries show up in the printed report.

How to Import an Inspection How to Import an Inspection
This How To article explains how to combine multiple inspection files into a single file.

How to Add Pictures on a Windows PC How to Add Pictures on a Windows PC
This How To article explains how to add pictures on a Windows PC.

How to Email an Inspection Report as a PDF How to Email an Inspection Report as a PDF
This How To article explains how to email an inspection as a PDF on a PC.

How to Delete Templates How to Delete Templates
This How To article explains how to delete unused custom templates from the PC.

How to Print a Blank Inspection How to Print a Blank Inspection
This How To article explains how to print a blank version of your report.

How to Attach a PDF of an Inspection Report to an Email How to Attach a PDF of an Inspection Report to an Email
This How To article explains how to attach a PDF of an inspection report to an email.

How to Rotate Pictures on a PC How to Rotate Pictures on a PC
This How To article explains how to rotate pictures on a PC.

How to Reset the Top Templates List How to Reset the Top Templates List
This How To article explains how to reset the top templates list.

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Cloud Drive

How to Input Cloud Login Information How to Input Cloud Login Information
This How To article explains how to input your cloud login information on both a PC and in the app.

How to Use the Cloud Drive on a PC How to Use the Cloud Drive on a PC
This How To article will show you how to use the cloud drive on a PC.

How to Use the Cloud Drive on the App How to Use the Cloud Drive on the App
This How To article will show you how to use the cloud drive on the App.

How to Send an Inspection From the App to PC How to Send an Inspection From the App to PC
This How To article will show you how to move an inspection file from the app to a PC.

How to Move a Template From a PC to the App How to Move a Template From a PC to the App
This How To article will show you how to move a template from your PC to the app using the cloud drive.

How to Move a Library File to the App How to Move a Library File to the App
This How To article will show you how move a library from your PC to the app using the cloud drive.

How to Move a Library File from the App to the PC How to Move a Library File from the App to the PC
This How To article will show you how move a library from the App to the PC using the cloud drive.

How to Send Print Settings to the Cloud How to Send Print Settings to the Cloud
This How To article will walk you through how to send your Print Settings to the Cloud.

How to Use the Cloud Login Website How to Use the Cloud Login Website
This How To article will show you how to use the Cloud Login Website to upload and download files from the cloud.

How to Delete Files on the Cloud Drive How to Delete Files on the Cloud Drive
This How To article explains how to delete files on the cloud drive.

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Template and Report Customization

How to Use a Text Seperator How to Use a Text Seperator
This How To article explains how to add a text separator between your descriptions and notes on the printed report.

How To Add a Signature Line to a Report How To Add a Signature Line to a Report
This How To article will show you how to add a signature line to a template so you can collect an electronic signature in your report.

How to Add Disclaimers to Inspections How to Add Disclaimers to Inspections
This How To article explains how to add disclaimers to your inspections.

How to Change the Margins How to Change the Margins
This How To article explains how to change page margins on the printed report.

How to Add Your Company Logo to Your Inspection Reports How to Add Your Company Logo to Your Inspection Reports
This How To article explains how to add your company logo to inspection reports.

How to Restore the Default Print Settings How to Restore the Default Print Settings
This How To article explains how to restore the default print settings.

How to Change how Category Headers Look in Printed Report How to Change how Category Headers Look in Printed Report
This How To article explains how to change the way category headers look on the printed report.

How to Save an Inspection as a Template How to Save an Inspection as a Template
This How To article explains how to save an inspection as a new template.

How to View Photos in Only the Summary or the Body of the Report How to View Photos in Only the Summary or the Body of the Report
This How To article explains how to change where pictures show up in the printed report.

How to Edit the Company Name Font at the Top of the Printed Report How to Edit the Company Name Font at the Top of the Printed Report
This How To article explains how to edit the company name font on the printed report.

How to Use Custom Fields in Print Settings How to Use Custom Fields in Print Settings
This How To article explains how to use the custom fields options in print settings.

How to Work with Rating Keys in the Printed Report How to Work with Rating Keys in the Printed Report
This How To article explains how to modify rating keys in the printed report.

How to Modify how Ratings Look in the Printed Report How to Modify how Ratings Look in the Printed Report
This How To article explains how to modify the way the ratings appear in the printed report.

How to Make a Narrative Style Report How to Make a Narrative Style Report
This How To article explains how to make a narrative style report.

How to Edit Fonts in Your Reports How to Edit Fonts in Your Reports
This How To article explains how to edit fonts in the printed report.

How to Add a Cover Page to a Report How to Add a Cover Page to a Report
This How To article explains how to add a cover page to a report.

How to Add a New Category How to Add a New Category
This How To article explains how to add categories into your inspections.

How to Add Abbreviations to Notes How to Add Abbreviations to Notes
This How To article explains how to add abbreviations to notes.

How to Add an Inspection Agreement How to Add an Inspection Agreement
This How To article explains how to add in an inspection agreement.

How to Add New Lines How to Add New Lines
This How To article explains how to add new lines into your inspections.

How to Copy/Paste Categories Between Templates How to Copy/Paste Categories Between Templates
This How To article explains how to copy and paste categories between templates.

How to Delete Components in Inspections How to Delete Components in Inspections
This How To article explains how to delete components in your inspections.

How to Add/Modify a Disclaimer to the Top of the Summary How to Add/Modify a Disclaimer to the Top of the Summary
This How To article explains how to add a disclaimer to the top of the summaries that are created.

How to Have Each Category Start on a New Page How to Have Each Category Start on a New Page
This How To article explains how to set up your inspections so that each category starts a new page of the report.

How to Edit Rating Sets How to Edit Rating Sets
This How To article explains how to edit rating sets.

How to Remove a Line from Line Numbering How to Remove a Line from Line Numbering
This How To article explains how to remove an individual line from line numbering using Inspection Designer.

How to Use Merge Fields How to Use Merge Fields
This How To article explains what merge fields are and how to work with them.

How to - What Line Types Work with the App How to - What Line Types Work with the App
This How To article will explain what line types work on the app.

How to Setup a Cover Page on the PC and the App How to Setup a Cover Page on the PC and the App
This How To article explains how to setup a cover page for your reports on both the PC and the app.

How to - Different Line Types How to - Different Line Types
This How To article explains the different line types that you can add into your template by going to Tools -> Add Line.

How to Add a Company Logo to the Cover Page How to Add a Company Logo to the Cover Page
This How To article explains how to add your company logo to your cover page.

Move the Summary to the Beginning of the Report Move the Summary to the Beginning of the Report
This How To article explains how to move the Rating Summary to the beginning your inspection reports.

How to Set All Pictures to Print Underneath Lines How to Set All Pictures to Print Underneath Lines
This step by step How To article explains how to set all pictures to print underneath lines instead of some pictures showing up to the right of a line.

How to Customize Your Colors How to Customize Your Colors
This step by step How To article explains how to customize the colors you use in Palm-Tech.

How to Edit a Component How to Edit a Component
This How To article explains how to edit a component.

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Installation and Updates

How to Create and Restore Backups How to Create and Restore Backups
This How To article explains how to create backups of your key information (templates/libraries) and restore them.

How to Install the Palm-Tech App on Your iPhone or iPad How to Install the Palm-Tech App on Your iPhone or iPad
This How To article shows how to install the Palm-Tech App on an iPhone or an iPad.

How to Install Palm-Tech on a Windows PC How to Install Palm-Tech on a Windows PC
This How To article explains how to install Palm-Tech 8 on a Windows PC.

How to Install Palm-Tech on a Windows Tablet How to Install Palm-Tech on a Windows Tablet
This How To article explains how to install Palm-Tech 8 on a Windows Tablet.

How to Install Palm-Tech on an Android Device How to Install Palm-Tech on an Android Device
This How To article shows how to install the Palm-Tech App on an Android device.

How to Move Palm-Tech to a New Mobile Device How to Move Palm-Tech to a New Mobile Device
This How To article explains how to move the Palm-Tech app to a new smartphone or tablet.

How to Import Version 7 into Version 8 How to Import Version 7 into Version 8
This How To article explains how to import your templates and libraries from Palm-Tech 7 into Palm-Tech 8.

How to Import Version 6 into Version 8 How to Import Version 6 into Version 8
This How To article explains how to import your templates and libraries from Palm-Tech 6 into Palm-Tech 8.

How to Import Version 5 into Version 8 How to Import Version 5 into Version 8
This How To article explains how to import your templates and libraries from Palm-Tech 5 into Palm-Tech 8.

How to Import Version 4 into Version 8 How to Import Version 4 into Version 8
This How To article explains how to import your templates and libraries from Palm-Tech 4 into Palm-Tech 8.

How to Move Palm-Tech to a New Computer How to Move Palm-Tech to a New Computer
This How To article explains how to install Palm-Tech on a new computer and move key files to it from other Palm-Tech installs.

How to Run the Latest Palm-Tech Update on PC How to Run the Latest Palm-Tech Update on PC
This How To article explains how to run the latest Palm-Tech update on your pc.

How to Transfer a Library from one PC to Another How to Transfer a Library from one PC to Another
This How To article explains how to move a library file from one PC to another.

How to Change Inspector Names with a Multiple Inspector License How to Change Inspector Names with a Multiple Inspector License
This How To article will show you how to change inspector names with a license that has multiple inspectors on it.

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Support

How to Update Your License Information How to Update Your License Information
This How To article explains how to update the information that is in your Palm-Tech license.

How to Use Report Issue to Tech Support How to Use Report Issue to Tech Support
This How To article explains how to use the built-in Report Issue to Tech Support tool.

How to Use Report Issue to Tech Support When You Have an Inspection Open an a PC How to Use Report Issue to Tech Support When You Have an Inspection Open an a PC
This How To article explains how to create and then email an error report to Palm-Tech support when you have an inspection open on PC.

How to Report an Issue to Tech Support from the App How to Report an Issue to Tech Support from the App
This How To article will show you how to Report an Issue to Tech Support from the app.

How to Troubleshoot the Cloud Drive How to Troubleshoot the Cloud Drive
This How To article will help you troubleshoot a few of the more common issues with the Cloud Drive.

How to Manually Restore a Backed Up Library How to Manually Restore a Backed Up Library
This How To article explains how to manually restore a backed up library.

How to Restore the Program Default Templates and Libraries How to Restore the Program Default Templates and Libraries
This How To article explains how to restore the out of the box templates and libraries in Palm-Tech.

How To Change Your Default Email Program How To Change Your Default Email Program
This How To article explains how to change the default email program that is selected on your computer.

How To Change Where Pictures are Saving on an Android Device How To Change Where Pictures are Saving on an Android Device
This How To article explains how to change where pictures are saving on an Android device.

How To Take a Screenshot on a PC How To Take a Screenshot on a PC
This How To article will show you how to take a screenshot on a PC.

How To Attach Palm-Tech Files to an Email How To Attach Palm-Tech Files to an Email
This How To article will show you how to attach certain Palm-Tech files to an email.

How To Troubleshoot the Cloud on a PC How To Troubleshoot the Cloud on a PC
This How To article will go over some ways to troubleshoot using the cloud on a PC.

How to Set Permissions on iPhone/iPad How to Set Permissions on iPhone/iPad
This How To article explains how to set app permissions on an iPhone or iPad.

How to Set Permissions on Android Device How to Set Permissions on Android Device
This How To article explains how to set app permissions on an Android device.

How To Use Palm-Tech and ISN How To Use Palm-Tech and ISN
This How To article explains how to send inspection information from ISN to Palm-Tech when starting new inspections.

How to Work with the Main Palm-Tech Files How to Work with the Main Palm-Tech Files
This How To article will go over what the main Palm-Tech files are and how they work.

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