Library Overview
The Library page is where you can browse and access pre-built inspection and checklist templates provided by InspectU. It allows you to quickly find and use ready-made forms without building them from scratch.
Getting There
Click Library from the left-hand navigation menu to access the template library.
What You Can Do on the Library Page
- Browse pre-built inspection and checklist templates
- Search and filter templates by name or category
- Preview template details before using them
- Import templates into your organization
- Save time by using standardized forms
Browsing Templates
When you enter the Library, you can choose between:
- Inspection templates
- Checklist templates
Templates are displayed as cards with a name, description, and category tags to help you identify their purpose.
Use the search bar or category filter to quickly find templates that match your needs.
Previewing a Template
Click View or the template name to open a preview.
From here, you can:
- Review the full template description
- Expand sections to see all questions
- Check any included attachments
This helps you understand exactly what the template includes before adding it.
Adding a Template
If the template fits your needs, click Add Template.
- This will import a copy into your Templates page
- You can then edit, assign, and use it within your organization
The original library template remains unchanged.
Key Differences: Library vs Templates
- Library: Read-only collection of pre-built templates
- Templates page: Your organization’s active, editable templates
You must add a template from the Library before you can use it.
Tips for New Users
- Always preview templates before adding them
- Use category filters to quickly find relevant forms
- Import templates to save time instead of building from scratch
- Organize imported templates within your Templates page