Document templates
Define the report structure and identify fields that change between reports.
RAPORT uses reusable document templates and parameters to prepare reports. Manage the structure once, then fill the changing details for each report, including client data, dates, photos, and signatures.
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Copying an old report can leave outdated client details, different formatting, or misplaced photos. A reusable template gives the team a shared structure for recurring work.
The existing product material covers inspection and testing reports. Other report types can be discussed based on their document structure, parameters, and output requirements.
Define the report structure and identify fields that change between reports.
Use master data to fill relevant report details.
Fill the dates, measurements, and other values needed by the template.
Include report images and signature elements in their designated positions.
Generate output from the prepared template and report data.
Keep report information together for later review and retrieval.
Bring a sample report with confidential details removed. We can discuss the structure, changing fields, images, and output your team needs.
Agree on the document structure and parameter fields.
Select client and object records and fill the report-specific values.
Check the content and produce the report output.
Share an example document so we can assess its structure and parameter requirements. Additional configuration or development is discussed before implementation.
Tell us about your team’s workflow. We will discuss your needs and arrange a demo of the relevant product.
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