Articles are a great way to share information with inspectors. Articles can describe how to perform an inspection, provide information about the inspection point, etc. Articles can be grouped into Collections, making them easier to organize.

Learn how to manage your Articles by watching our video tutorial, or scroll further for step by step instructions.

Video Tutorial





Step by Step Instructions


To add articles and attach them to Inspection Categories, start by logging into the web app:

  1. Click Articles.
  2. Click All Articles.
  3. Click the plus sign (bottom-right corner).
  4. Click New Collection.

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Now, you can enter the Collection details:

  1. Enter a Collection Name (e.g. Fire Safety).
  2. Enter a Description.
  3. Select if this collection is public.
  4. Click Save.

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Now, you can add articles to the Collection.

  1. Click the plus sign again.
  2. Choose the type of article you want to add (HTML, PDF, MOV).

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If using HTML, format the text in the Design Tab. Click Preview to see the inspector's view.

If using PDF, upload the file.

If using MOV, upload the file.


Now, you can attach your article(s) to Inspection Categories.

  1. Click Inspections.
  2. Click Inspection Points.
  3. Scroll to the Inspection Category you want to attach the article to, and click the cog wheel.

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You can attach different articles to different inspections, such as weekly or monthly:

  1. Click Inspections.
  2. Use the pencil to edit an inspection.

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Choose your article for this inspection:

  1. Click the Article column and select the article.
  2. Click Save.

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Please note: If there is an article attached to an Inspection Category, inspectors will see a tab to open attached articles. If there are no articles attached to an Inspection Category, inspectors will not see that tab.