Version 6/6.5 How To Guides

Installing Palm-Tech

• How to install Palm-Tech to a Pocket PC
• How to install Palm-Tech on a Tablet PC
• How to use the Palm-Tech high security Pocket PC install

The Palm-Tech App

• How to input cloud login information
• How to backup your files to your Cloud Drive
• How to copy a library to the app
• How to send an inspection from the app to desktop
• How to start a new inspection on the app
• How to copy a template to the app
• How to Install the Palm-Tech App on your iPhone or iPad

Moving Palm-Tech Between Computers

• How to move Palm-Tech from one computer to another
• How to transfer library files from one computer to another

Importing Previous Versions into Version 6

• How to import Version 5 data into Version 6
• How to update from Version 4 to Version 6
• How to open Version 5 inspection files in Version 6

Updating License Information

• How to update your license information
• How to run a license update

Common Support Questions/Issues

• How to report issue to tech support
• How to create and restore backups
• How to manually restore a backed up library
• How to restore default templates and libraries
• How to run the latest Palm-Tech update
• How to troubleshoot software crashes
• How to prevent data loss
• How to delete templates
• How to clear the cover page picture
• How to resolve the slow typing in a note issue
• How to turn off user account controls in Windows Vista

Print Settings/Printed Report

• How to add a cover page to a report
• How to edit the fonts in your report
• How to make a narrative report
• How to work with ratings in your printed report
• How to Work with Ratings Keys in Your Printed Report
• How to use a text separator
• How to work with margins
• How to use custom fields in print settings
• How to Edit the Company Name at the Top of your Printed Report
• How to view photos in only the summary or body

Making Changes to Templates/Inspections

• How to save an inspection as a template
• How to add an inspection agreement
• How to add lines to your report
• How to edit rating sets
• How to add disclaimers to inspections
• How to add a new category
• How to rename a category
• How to add tech notes to an inspection
• How to delete a component in inspector
• How to copy and paste lines between templates
• How to add abbreviations to notes
• How to Have Each Category Start on a New Page.pdf

Program Settings

• How to setup auto rating entry
• How to change the default file location
• How to turn off the add to list prompt
• How to show ratings individually onscreen
• How to edit the screen font
• How to change the default image size
• How to add a cost to cure summary

Emailing a Report/Email Settings

• How to email an inspection report
• How to change the email template
• How to email reports using a web based email
• How to email a single page of a report
• How to setup your default email

Using Palm-Tech on a Handheld

• How to synchronize reports with your pocket pc
• How to manually restore a backed up library on a handheld
• How to copy templates from the desktop to a handheld
• How to delete Palm-Tech from a PDA
• How to manually retrieve inspections from a Pocket PC

Review Tools

• How to use completeness and edit checks
• How to work with summaries

Other

• How to drag and drop pictures into your report
• How to work with library management
• How to conduct a reinspection
• How to import an inspection
• How to add a diagram to an inspection

Inspection Designer Specific

• How to create a custom cover page in designer
• How to use merge fields
• How to remove a line from line numbering

Picture Album

• How to start a new photo album
• How to combine inspection and picture album PDFs

Hardware Support

• How to troubleshoot your Pocket PC
• How to troubleshoot handheld when out of memory
• How to perform a hard reset on a HP iPAQ 110
• Smartphone Information
• Tablet Comparison
• iPad vs Tablet PC
• How to setup the HP 470 Deskjet printer with WiFi
• How to setup the HP 470 Deskjet printer with Bluetooth
• How to perform a clean reset on a Socket Somo 650