> ## Documentation Index > Fetch the complete documentation index at: https://help.1nspect.app/llms.txt > Use this file to discover all available pages before exploring further. # Template Editor # 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](/1nspect/admin-operator/templates/template-builder). *** ## When you arrive here You reach this page by: * Clicking a template card body in [Template Builder](/1nspect/admin-operator/templates/template-builder) * Clicking **+ Initialize TREC Template** in [Template Builder](/1nspect/admin-operator/templates/template-builder) (auto-redirects to the new template) * Clicking **Edit** on a template's row in the [Order Creation Wizard](/1nspect/admin-operator/order-creation-wizard) when picking the template for a new order *** ## 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. ### Template Information Basic identification. | Field | Notes | | ----------------- | --------------------------------------------------------------------------------------------------- | | **Template Name** | Display name shown on mobile and in pickers | | **Standard** | TREC / ASHI / InterNACHI / CCPIA ComSOP / CUSTOM — affects AI tuning and default rating definitions | | **Description** | Optional internal notes (not shown to mobile inspectors) | | **Published** | Toggle — when on, mobile inspectors can choose this template in new inspections | 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. ### Branding & Typography This section overrides your global tenant branding (set in [Company Info](/1nspect/admin-operator/company-and-pricing/company-info)) for this specific template's PDF rendering. | Field | Notes | | ------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------ | | **Font Family** | Drop-down with 12 options: Arial, Helvetica, Times New Roman, Georgia, Verdana, Courier New, Trebuchet MS, Palatino, Garamond, Bookman, Tahoma, Impact | | **Primary Color** | Override the global primary color for this template only | | **Secondary Color** | Override the global secondary color | | **Accent Color** | Override the global accent | | **Logo** | Upload a template-specific logo (defaults to your tenant logo if unset) | 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. ### Schema link 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](/1nspect/admin-operator/templates/schema-upload-and-review) for the schema-editing surfaces. ### Canvas link Similarly, an **Open Designer** or **Visual Designer** link takes you to [Template Designer](/1nspect/admin-operator/templates/template-designer) for the visual canvas. ### Visual Page Designer link A **Page Styling** or **Visual Page Designer** link goes to [Visual Page Designer](/1nspect/admin-operator/templates/visual-page-designer) — the per-page header/footer/section-header configuration. ### Default Cover A picker showing every cover designed in your [Cover Designer](/1nspect/admin-operator/cover-designer). The selected cover renders as the first page of every PDF generated from this template. | Option | Behavior | | --------------------- | ----------------------------------------------------------- | | **None** | No cover page — the report starts on the first content page | | A specific cover name | That cover renders as page 1 | Default value: the cover you marked as default in Cover Designer. You can override per-template here. *** ## Saving The page does **not** auto-save like the [Inspection Reviewer](/1nspect/admin-operator/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] *** ## Publishing The Published toggle is the gate between **draft** (edits in progress) and **live** (mobile inspectors can use it): | State | Visible on mobile? | Visible in Order Wizard? | | --------- | ------------------ | ------------------------ | | Draft | No | No | | Published | Yes | Yes | 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. *** ## Inheritance: template fields override tenant defaults A reminder of how settings cascade: 1. **Tenant defaults** (set in [Company Info](/1nspect/admin-operator/company-and-pricing/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) *** ## Errors and recovery | Alert | Cause | Fix | | ------------------------------------ | ------------------------------------------- | -------------------------------------------------------------------------------- | | **Failed to save template** | Network or auth | Retry; if persistent, refresh and try again | | **Template not found** | URL contains an invalid template ID | Return to [Template Builder](/1nspect/admin-operator/templates/template-builder) | | **Cannot delete published template** | Tried to delete via builder while published | Toggle to Draft first | *** ## What this page does NOT do * **It does not edit the schema directly.** That happens in [Schema Upload & Review](/1nspect/admin-operator/templates/schema-upload-and-review) or the deeper schema editor. * **It does not edit the canvas.** That's [Template Designer](/1nspect/admin-operator/templates/template-designer). * **It does not run reports against the template.** That's [Reports → Inspector Productivity](/1nspect/admin-operator/reports-and-publishing). *** ## Related articles * [Templates Overview](/1nspect/admin-operator/templates/overview) * [Template Builder](/1nspect/admin-operator/templates/template-builder) — the list this page is opened from * [Template Designer](/1nspect/admin-operator/templates/template-designer) — the canvas * [Schema Upload & Review](/1nspect/admin-operator/templates/schema-upload-and-review) — schema-from-PDF workflow * [Visual Page Designer](/1nspect/admin-operator/templates/visual-page-designer) — per-page styling * [Cover Designer](/1nspect/admin-operator/cover-designer) — designing report covers referenced in Default Cover