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Template Editor

Template Editor (route /templates/builder/:templateId) is where you edit a specific template’s settings — its name, standard, default font, branding overrides, and publish state. The schema (sections/subsections/fields) and canvas (layout/colors) are accessed from this page via links into the deeper editors. This is the per-template settings page. For the list of all templates, see Template Builder.

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When you arrive here

You reach this page by:

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Sections on this page

[SCREENSHOT: template-editor-page.png — desktop, the Template Editor showing the template’s name and a few major sections: Template Information at top, Branding & Typography below, with deeper-editor links (Edit Schema, Open Designer) on the side.] The page is organized as several stacked configuration sections, each with an h6 header.

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Template Information

Basic identification. Changing the standard does not automatically restructure the schema — it changes how the AI calibrates language. If you switch from TREC to ASHI, the AI Generate narratives will start using ASHI-style language, but the sections you have stay the way you’ve defined them.

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Branding & Typography

This section overrides your global tenant branding (set in Company Info) for this specific template’s PDF rendering. Leave overrides empty to inherit from your tenant defaults. Setting them lets you have e.g. a more formal-looking Commercial template alongside your branded Residential template. A button or link card that says Edit Schema or Open Schema Builder (label varies by build). Clicking navigates to the deeper schema editor — see Schema Upload & Review for the schema-editing surfaces. Similarly, an Open Designer or Visual Designer link takes you to Template Designer for the visual canvas.

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Visual Page Designer link

A Page Styling or Visual Page Designer link goes to Visual Page Designer — the per-page header/footer/section-header configuration.

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Default Cover

A picker showing every cover designed in your Cover Designer. The selected cover renders as the first page of every PDF generated from this template. Default value: the cover you marked as default in Cover Designer. You can override per-template here.

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Saving

The page does not auto-save like the Inspection Reviewer. You must explicitly click Save Changes at the bottom (or top-right action bar). A small confirmation banner appears: “Template saved successfully.” Unsaved changes are flagged with an indicator near the page header. Navigating away without saving prompts a confirmation:
Unsaved Changes Leave the page without saving? Your edits will be lost. [Stay] [Leave without saving]

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Publishing

The Published toggle is the gate between draft (edits in progress) and live (mobile inspectors can use it): Switching a published template back to draft hides it from new inspections, but inspections already using it continue to work — they’re operating on a snapshot captured at inspection-creation time.

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Inheritance: template fields override tenant defaults

A reminder of how settings cascade:
  1. Tenant defaults (set in Company Info) apply unless overridden
  2. Template overrides (set on this page) override tenant defaults for inspections using that template
  3. Inspection snapshot captures the resolved values at inspection-creation time — so editing the template after an inspection starts doesn’t change that inspection’s rendering
So a clean way to set up a multi-template account:
  • Set your brand defaults at the tenant level once
  • Create one template for each inspection type (Residential / Commercial / New Construction)
  • Override branding only where it differs (e.g. Commercial uses a more formal font)

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Errors and recovery

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What this page does NOT do