# InventoryBase Help Centre

> Self-Service Help Centre

## Getting Started

- [Getting Started with Inventory Base](http://support.inventorybase.com/en/articles/1929927-getting-started-with-inventory-base.md): Get started with Inventory Base by following our step-by-step instructions to help you quickly set up your account and easily log in.
- [Inventory Base Free Trial](http://support.inventorybase.com/en/articles/1929928-inventory-base-free-trial.md): Welcome to your Inventory Base Free Trial! This guide will help you understand the trial process and how to continue using our services.
- [Logging In to Your Account](http://support.inventorybase.com/en/articles/1929957-logging-in-to-your-account.md): Learn how to log in to Inventory Base using the online dashboard or mobile app, reset your password if needed, and get support if you’re unable to access your account.
- [Uploading your Logo](http://support.inventorybase.com/en/articles/1930028-uploading-your-logo.md)
- [Adding your Disclaimers](http://support.inventorybase.com/en/articles/1930058-adding-your-disclaimers.md)
- [Creating your first Report](http://support.inventorybase.com/en/articles/1933871-creating-your-first-report.md)
- [Downloading and Installing the App](http://support.inventorybase.com/en/articles/1933872-downloading-and-installing-the-app.md): Learn how to get the Inventory Base set up on your mobile device.
- [GDPR Compliance](http://support.inventorybase.com/en/articles/2125869-gdpr-compliance.md): Inventory Base + General Data Protection Regulation \(GDPR\): ensuring the protection of personal data and compliance with legal requirements.
- [Understanding the Report Workflow](http://support.inventorybase.com/en/articles/1933778-understanding-the-report-workflow.md): Understand each stage of the InventoryBase report workflow — from creation to completion — to manage inspections efficiently, track progress, and ensure reports are reviewed and finalised accurately.
- [Contacting Support](http://support.inventorybase.com/en/articles/13487264-contacting-support.md): Need assistance? There are a few easy ways to get in touch with our Support team, depending on the type of help you need.

## Account Settings

- [Profile](http://support.inventorybase.com/en/articles/1933524-profile.md)
- [Filter Segments for Inspections and Properties](http://support.inventorybase.com/en/articles/6757931-filter-segments-for-inspections-and-properties.md): You can now set up unique filter segments under the Filter options for your Inspections and Properties on your online dashboard.
- [Cancel your Account](http://support.inventorybase.com/en/articles/1933589-cancel-your-account.md)
- [Sharing Access to the Billing Page](http://support.inventorybase.com/en/articles/9996187-sharing-access-to-the-billing-page.md): Learn how to share access to the billing page, enabling others to view and manage invoices for smoother and more efficient collaboration.
- [Desktop Notifications & Sounds](http://support.inventorybase.com/en/articles/10183180-desktop-notifications-sounds.md): Desktop notifications and sounds keep you informed in real-time, improving productivity by alerting you to important updates and actions.
- [Updating Your Profile](http://support.inventorybase.com/en/articles/3955849-updating-your-profile.md): Amending profile details and email address
- [How do I manage access to an account or switch between multiple accounts in InventoryBase?](http://support.inventorybase.com/en/articles/12752394-how-do-i-manage-access-to-an-account-or-switch-between-multiple-accounts-in-inventorybase.md)
- [How Can I Confirm My Subscription Payment?](http://support.inventorybase.com/en/articles/12752401-how-can-i-confirm-my-subscription-payment.md)

## General Settings & Preferences

- [Desktop App for Google Chrome](http://support.inventorybase.com/en/articles/4251376-desktop-app-for-google-chrome.md): InventoryBase desktop apps for Windows and MacOS
- [Managing Your Email Notifications](http://support.inventorybase.com/en/articles/1933768-managing-your-email-notifications.md): Understand how Inventory Base automatically sends email notifications at key stages—from new user setup to inspection updates and completions—to keep all stakeholders informed in real time.
- [Settings for Business Hours](http://support.inventorybase.com/en/articles/5522419-settings-for-business-hours.md): InventoryBase now allows you to adjust your business's calendar time ranges.
- [Adding AIIC and ARLA PropertyMark Logos on Report Covers](http://support.inventorybase.com/en/articles/5522539-adding-aiic-and-arla-propertymark-logos-on-report-covers.md)
- [Managing Your Dictionary](http://support.inventorybase.com/en/articles/1933210-managing-your-dictionary.md): Speed up reporting with built-in dictionaries—add your own phrases and access them instantly to create detailed reports faster and easier.
- [Customising Actions](http://support.inventorybase.com/en/articles/1932517-customising-actions.md)
- [Custom Emails](http://support.inventorybase.com/en/articles/4276667-custom-emails.md): Customise the content of your automated emails sent to Tenants, Landlords, and Clients.
- [Managing Availability and Holidays](http://support.inventorybase.com/en/articles/1970012-managing-availability-and-holidays.md)
- [Custom Emails Lite](http://support.inventorybase.com/en/articles/8658596-custom-emails-lite.md): Configure emails that are sent out to your Landlords and Tenants from your Inventory Base account.
- [Collecting Payments with Inventory Base](http://support.inventorybase.com/en/articles/3036219-collecting-payments-with-inventory-base.md): Collect payments online directly from your clients or vendors via debit or credit card
- [Resizing Images for Faster Upload](http://support.inventorybase.com/en/articles/1933845-resizing-images-for-faster-upload.md): Speed up photo uploads and prevent errors by resizing and converting your images before uploading. Learn how to optimise image sizes and formats \(JPEG only\) for faster uploads and smoother report p...

## InventoryBase App

- [App Tutorial](http://support.inventorybase.com/en/articles/3720020-app-tutorial.md): Tutorial video for using the InventoryBase platform to streamline your property reports
- [About the App](http://support.inventorybase.com/en/articles/2129322-about-the-app.md): The "App" is the mobile companion to the InventoryBase platform allowing you to complete reports in the field
- [Recommended Devices for Inventory Base App](http://support.inventorybase.com/en/articles/2129423-recommended-devices-for-inventory-base-app.md): View our list of recommended iOS and Android devices for optimal Inventory Base app performance, with region-specific suggestions.
- [Using the App to Complete Reports](http://support.inventorybase.com/en/articles/2148402-using-the-app-to-complete-reports.md): Dive into this detailed guide of completing reports in-the-field using the app to record items and conditions with embedded photos and video
- [App Geo-Tracking](http://support.inventorybase.com/en/articles/6785624-app-geo-tracking.md): Reports can now be geotagged when they are either started, completed and/or signed on the Inventory Base app.
- [Managing the Dictionary in the App](http://support.inventorybase.com/en/articles/2256094-managing-the-dictionary-in-the-app.md): Speed up reporting with the built-in Dictionary system—designed to help you complete detailed reports efficiently while out in the field.
- [Flagging issues with Follow-up Actions on The App](http://support.inventorybase.com/en/articles/2256355-flagging-issues-with-follow-up-actions-on-the-app.md): Use InventoryBase's built-in Actions feature to flag issues throughout the property which are highlighted on the final report.
- [Recording Videos Using the App](http://support.inventorybase.com/en/articles/2256182-recording-videos-using-the-app.md): Use Inventory Base's new built-in Video recorder to film short clips or longer walkthroughs of your properties.
- [Explaining A Sync Failure](http://support.inventorybase.com/en/articles/3272310-explaining-a-sync-failure.md): The article will help to explain any error messages and how you can avoid these obstacles
- [App | Troubleshooting and Best Practices](http://support.inventorybase.com/en/articles/8128355-app-troubleshooting-and-best-practices.md): Explore these simple troubleshooting methods to enhance your user experience and improve the performance of the Inventory Base App.

## Frequently Asked Questions

- [Can deleted properties be restored, and what is the associated cost?](http://support.inventorybase.com/en/articles/12441213-can-deleted-properties-be-restored-and-what-is-the-associated-cost.md)
- [How Can I Bulk Delete Multiple Properties?](http://support.inventorybase.com/en/articles/12752404-how-can-i-bulk-delete-multiple-properties.md)

## Creating Templates

- [Accessing the Template Library Feature](http://support.inventorybase.com/en/articles/3477683-accessing-the-template-library-feature.md)
- [Setting up Templates](http://support.inventorybase.com/en/articles/1933218-setting-up-templates.md)
- [Merge Tags within Templates](http://support.inventorybase.com/en/articles/4665252-merge-tags-within-templates.md): Learn how to use merge tags to save time and add dynamic information to your reports.
- [Media/3D Tour Block](http://support.inventorybase.com/en/articles/5806927-media-3d-tour-block.md): Learn how to embed a full width image such as a schematic or floorplan, or embed videos or 3D tours.
- [Section Summaries](http://support.inventorybase.com/en/articles/12981167-section-summaries.md): Learn how to activate Section Summaries to improve clarity and provide quick overviews in final reports.

## Report Settings

- [Auto-assign a Clerk to an Inspection](http://support.inventorybase.com/en/articles/8663180-auto-assign-a-clerk-to-an-inspection.md): Learn how to automate clerk assignments to help with streamlining inspections for enhanced efficiency and resource optimisation.
- [Tenant Comments & Photo Uploads on Web Reports](http://support.inventorybase.com/en/articles/1935056-tenant-comments-photo-uploads-on-web-reports.md): Allow tenants to add comments and photos to inspection reports, with flexible display and visibility settings to keep feedback clear and organised.
- [Report Editor Settings](http://support.inventorybase.com/en/articles/7923832-report-editor-settings.md): Uncover the ease of incorporating bold and italics as we guide you through the steps to elevate your report presentation.
- [Share Multiple Reports in Bulk](http://support.inventorybase.com/en/articles/8617020-share-multiple-reports-in-bulk.md): Learn how to share multiple reports simultaneously using the convenient multi-select option on the Inspections List page on your dashboard.
- [Changing the Size of Images on Reports](http://support.inventorybase.com/en/articles/1935058-changing-the-size-of-images-on-reports.md): Learn how to change the display size of your inspection images on your final report.
- [Customising the Cover Page and Layout](http://support.inventorybase.com/en/articles/10256551-customising-the-cover-page-and-layout.md): Enhance the layout & cover of your reports. Improve their visual appeal and align with your business needs.
- [Skip Reference Numbers on Report](http://support.inventorybase.com/en/articles/6491305-skip-reference-numbers-on-report.md): Choose to skip the numbering of a section on your inspection report.
- [Auto-Close Inspections](http://support.inventorybase.com/en/articles/6382500-auto-close-inspections.md): Set your inspections to close after a specific time, or choose to auto-close once all relevant signatures have been added to the inspection.

## Managing Properties

- [Adding a new property](http://support.inventorybase.com/en/articles/1930451-adding-a-new-property.md)
- [Editing property details](http://support.inventorybase.com/en/articles/1930542-editing-property-details.md)
- [Finding Existing Properties](http://support.inventorybase.com/en/articles/1930612-finding-existing-properties.md): Quickly find any property by searching its address or postcode under the Properties tab. Use filters on the left to narrow results by size, type, or other details for faster navigation and management.
- [Subscribe to Property Notifications](http://support.inventorybase.com/en/articles/6771468-subscribe-to-property-notifications.md): Managers can now 'subscribe' to a property, allowing them to receive emails notifications for all the activity on a specific property.
- [Unique Property Reference Numbers \(UPRN\)](http://support.inventorybase.com/en/articles/5449336-unique-property-reference-numbers-uprn.md): UPRNs allows you to add a unique reference number to each property in Great Britain for easy management of information across your business.
- [Adding additional data fields to your properties](http://support.inventorybase.com/en/articles/4667504-adding-additional-data-fields-to-your-properties.md): Custom property fields allow you to store and search on property details
- [Viewing property history](http://support.inventorybase.com/en/articles/1930496-viewing-property-history.md)
- [Parent Units and Sub Properties](http://support.inventorybase.com/en/articles/5022415-parent-units-and-sub-properties.md): Create a Building/Main Property and add units for easier block management.
- [Importing Properties in Bulk](http://support.inventorybase.com/en/articles/4320553-importing-properties-in-bulk.md): If you have a spreadsheet/CSV file of all your properties, you can import them into InventoryBase in bulk.
- [Using Tags on Properties or Inspections](http://support.inventorybase.com/en/articles/4295870-using-tags-on-properties-or-inspections.md): Easily add custom internal tags to properties or inspections to help you search, filter, track status or log events with your team.
- [Merging Duplicate Properties](http://support.inventorybase.com/en/articles/3011241-merging-duplicate-properties.md): Merge duplicate properties into one record while keeping all reports, notes, and history intact.
- [Deleting a Property](http://support.inventorybase.com/en/articles/3045738-deleting-a-property.md)
- [Property Meter Readings](http://support.inventorybase.com/en/articles/8645516-property-meter-readings.md): Store the water, electric, gas and other meter readings automatically within the property's records.
- [Property Actions](http://support.inventorybase.com/en/articles/9009393-property-actions.md): This convenient feature allows you to view the actions flagged across all inspections for a specific property.
- [Assigning a Default Clerk to a Property](http://support.inventorybase.com/en/articles/9950855-assigning-a-default-clerk-to-a-property.md): Assign a specific clerk to your property, making it easier to control the workflow of that property.
- [Property Documents](http://support.inventorybase.com/en/articles/10295816-property-documents.md): Upload and organise property-related documents, create custom folders, manage access permissions, and generate unique document links.

## During Your Inspection

- [Review Settings for Reports](http://support.inventorybase.com/en/articles/6491608-review-settings-for-reports.md): Enable Review Settings to ensure inspections are checked by a Manager before completion. Improve quality control, reduce errors, and maintain consistent report standards.
- [Hide Attachments on Report](http://support.inventorybase.com/en/articles/6673759-hide-attachments-on-report.md): Choose to hide any attachments from a section or item on your final report.
- [Photo Annotations](http://support.inventorybase.com/en/articles/6757932-photo-annotations.md): Easily add identification markings to your images, such as a circle or square, to help identify issues for your inspection report.
- [Removing Report Link Access](http://support.inventorybase.com/en/articles/7923780-removing-report-link-access.md): There may be a time where you need to revoke access to a report link; here's how to remove report link access from your online dashboard.
- [Custom Section Presets](http://support.inventorybase.com/en/articles/5806745-custom-section-presets.md): This feature allows you to save a Section/Room which you have customised as a 'Preset Section', allowing you to add it back into any report.
- [Sync Report Data Points](http://support.inventorybase.com/en/articles/5813226-sync-report-data-points.md): Export specific data/fields from your reports back to store against your property and sync to third party software.
- [Audit Trail Option for Reports](http://support.inventorybase.com/en/articles/6379412-audit-trail-option-for-reports.md): Display an audit trail overview of all the activity that occurred for an inspection at the end of a report.
- [Status Field for a Section/Room](http://support.inventorybase.com/en/articles/5804088-status-field-for-a-section-room.md): Assign a status to each section or room in your reports for clearer assessment and more efficient reporting.
- [Inspection Confirmation Emails](http://support.inventorybase.com/en/articles/6785657-inspection-confirmation-emails.md): Configure default confirmation settings, control when inspections auto-confirm, and allow tenants to confirm or request a new date directly from their email.
- [Inspection Scheduler](http://support.inventorybase.com/en/articles/5766945-inspection-scheduler.md): Learn how to schedule future and recurring inspections for a property.
- [Heads-Up Reports](http://support.inventorybase.com/en/articles/6788190-heads-up-reports.md): Configure your settings to send selected sections/rooms from your main report to your Client during the report lifecycle or when Complete.
- [Embedding Documents to Inspection Reports](http://support.inventorybase.com/en/articles/5756392-embedding-documents-to-inspection-reports.md): Learn how to upload and display documents in your inspection reports, including where they appear and how they are presented.
- [Importing Self Service/ Live Inspections in Bulk](http://support.inventorybase.com/en/articles/4923138-importing-self-service-live-inspections-in-bulk.md): If you have a spreadsheet/csv file of all your Self Service/Live Inspections you can import them into InventoryBase in bulk.
- [Conditional Logic](http://support.inventorybase.com/en/articles/5813900-conditional-logic.md): Simply defined, Conditional Logic is the idea that you can set rules, or conditions, that cause your process to change based on input.
- [Adding a new inspection](http://support.inventorybase.com/en/articles/1930140-adding-a-new-inspection.md)
- [First to Accept Feature](http://support.inventorybase.com/en/articles/5466780-first-to-accept-feature.md): Assign inspections to 'First To Accept' - and let InventoryBase determine which clerk is notified to accept the Inspection first.
- [Export/Download Photos](http://support.inventorybase.com/en/articles/5813185-export-download-photos.md): Learn how to easily download images as a ZIP file from the uploads page of your inspection.
- [Sync Data from External Sources](http://support.inventorybase.com/en/articles/5810990-sync-data-from-external-sources.md): Sync data from third party software or APIs, like Live weather conditions, building sensors, Land Registry data or your property software.
- [Assigning a Clerk](http://support.inventorybase.com/en/articles/1930256-assigning-a-clerk.md)
- [Completing a Report](http://support.inventorybase.com/en/articles/1934446-completing-a-report.md)
- [Viewing & Sharing Reports](http://support.inventorybase.com/en/articles/1934499-viewing-sharing-reports.md)
- [Inventory Base - Email Examples](http://support.inventorybase.com/en/articles/6530557-inventory-base-email-examples.md): Here are a few examples of what our system emails out at different points during your workflow process.
- [Conducting Check-Out Inspections](http://support.inventorybase.com/en/articles/3491276-conducting-check-out-inspections.md): Learn how to create and complete Check-Out reports in Inventory Base. Compare Check-In conditions, capture new photos, track damages, assign actions, and enable photo comparisons to maintain a full...
- [Notes and Disclaimers](http://support.inventorybase.com/en/articles/1934082-notes-and-disclaimers.md): Add notes and disclaimers to your inspection reports, with default content applied automatically and clear separation between editable notes and static legal text.
- [Agenda View](http://support.inventorybase.com/en/articles/5204991-agenda-view.md): The Agenda View provides a clear, visual overview of all past and upcoming inspection bookings, making it easy to manage schedules, clerks, and daily workloads from one central place.
- [Create Work Order Inspections from Action Lists](http://support.inventorybase.com/en/articles/5146371-create-work-order-inspections-from-action-lists.md): Track and schedule tasks effectively using our new Work Order feature.
- [Internal \(hidden\) Rooms and Items on a Report](http://support.inventorybase.com/en/articles/5144358-internal-hidden-rooms-and-items-on-a-report.md): Hiding rooms for the final report report
- [Deleting Photos and Attachments from a Report](http://support.inventorybase.com/en/articles/5052584-deleting-photos-and-attachments-from-a-report.md): How to delete unwanted photos on the app and on the desktop
- [Exporting Reports to Spreadsheet](http://support.inventorybase.com/en/articles/5022438-exporting-reports-to-spreadsheet.md): Learn how to download your Inventory Base report as a CSV. file or an Excel sheet.
- [Importing Inspections in Bulk](http://support.inventorybase.com/en/articles/4923041-importing-inspections-in-bulk.md): If you have a spreadsheet/csv file of all your inspections you can import them into Inventory Base in bulk.
- [Inspection Types and How to Create Your Own](http://support.inventorybase.com/en/articles/2562165-inspection-types-and-how-to-create-your-own.md): Learn how inspection types work, how to create your own, and how to manage disabled types safely. Ideal for account admins, team managers, and users responsible for report setup.
- [Adding additional data fields to your Inspections](http://support.inventorybase.com/en/articles/5017989-adding-additional-data-fields-to-your-inspections.md): Custom fields allow you to store and search on inspection details
- [Calendar Feature](http://support.inventorybase.com/en/articles/4921975-calendar-feature.md): Using the new advanced Calendar on InventoryBase
- [Completing reports for a HMO](http://support.inventorybase.com/en/articles/4887051-completing-reports-for-a-hmo.md): Two methods on how to manage HMO reports using InventoryBase
- [Advanced Actions and Notifications](http://support.inventorybase.com/en/articles/4514602-advanced-actions-and-notifications.md): Advanced Actions allow you to automate tasks and notifications based on specific events during an inspection. This helps streamline your workflow and ensures the right people are notified at the ri...
- [Booking Inspections in Bulk](http://support.inventorybase.com/en/articles/3923944-booking-inspections-in-bulk.md)
- [Adding Custom Options and Answer Sets to a Report](http://support.inventorybase.com/en/articles/4460177-adding-custom-options-and-answer-sets-to-a-report.md)
- [Customising Section / Room Fields](http://support.inventorybase.com/en/articles/4377667-customising-section-room-fields.md): Learn how to customise the different fields within the sections of template, allowing bespoke reporting for your business.
- [Adding a Clerk Arrival Time](http://support.inventorybase.com/en/articles/4377411-adding-a-clerk-arrival-time.md): Set an arrival time for a clerk that is different from the conduct time
- [Importing existing PDF reports](http://support.inventorybase.com/en/articles/1930178-importing-existing-pdf-reports.md)
- [SMS Notifications](http://support.inventorybase.com/en/articles/3154740-sms-notifications.md): Learn how to set up and manage SMS notifications in Inventory Base. Notify contacts automatically about inspections, manage SMS credits, and support international messaging for seamless communication.
- [Cancelling an Inspection](http://support.inventorybase.com/en/articles/3045755-cancelling-an-inspection.md): Cancelling an inspection allows you to keep a record of it in your account while marking it as no longer going ahead. This helps maintain a clear audit trail without losing important data.
- [Merging multiple reports together](http://support.inventorybase.com/en/articles/3011447-merging-multiple-reports-together.md)
- [Selecting the Report Type and Changing the Report Title](http://support.inventorybase.com/en/articles/3081517-selecting-the-report-type-and-changing-the-report-title.md): How to change the report type and rename the title of an Inspection
- [Provisionally Booking an Inspection as TBC \(To Be Confirmed\)](http://support.inventorybase.com/en/articles/3068317-provisionally-booking-an-inspection-as-tbc-to-be-confirmed.md): Delay notifications sent to Tenants and Clients until the appointment has been confirmed
- [Self-Service Inspections](http://support.inventorybase.com/en/articles/3839299-self-service-inspections.md): Inventory Base's self-service inspection option allows the Landlord, Tenant, etc. to conduct property inspections independently via our app.
- [Creating a Report Using the App](http://support.inventorybase.com/en/articles/1933688-creating-a-report-using-the-app.md)
- [Editing reports online](http://support.inventorybase.com/en/articles/1934099-editing-reports-online.md): Create reports entirely in your browser, or edit further online once you've synced them from your app
- [Adding New Sections to Reports and Re-Ordering Rooms](http://support.inventorybase.com/en/articles/3139153-adding-new-sections-to-reports-and-re-ordering-rooms.md): This article explains how to add a new room to a report and gives an overview of block types
- [Flagging issues with Follow-up Actions Online](http://support.inventorybase.com/en/articles/3084493-flagging-issues-with-follow-up-actions-online.md): Use InventoryBase's built-in Actions feature to flag issues throughout the property which are highlighted on the final report.
- [Embedding 360 Photos](http://support.inventorybase.com/en/articles/2189220-embedding-360-photos.md): How to include 360 photos in your inspection reports
- [How to Restore Deleted Inspection Data](http://support.inventorybase.com/en/articles/2423243-how-to-restore-deleted-inspection-data.md): How to restore/undelete sections, items, and/or photos that have been accidentally deleted from your inspection report.
- [Creating a Template from an Inspection Report](http://support.inventorybase.com/en/articles/2388891-creating-a-template-from-an-inspection-report.md)
- [Helping Tenants to Sign a Report Online](http://support.inventorybase.com/en/articles/3045765-helping-tenants-to-sign-a-report-online.md): The following article is to help you guide and instruct tenants on what to do after a receiving their report in an email.
- [Adding Tenant Photos to the Final PDF Report](http://support.inventorybase.com/en/articles/3332018-adding-tenant-photos-to-the-final-pdf-report.md)
- [Generating a Sample Report](http://support.inventorybase.com/en/articles/2409312-generating-a-sample-report.md): Generate a sample report from an existing inspection report
- [Custom Option Sets with Colours](http://support.inventorybase.com/en/articles/8624807-custom-option-sets-with-colours.md): When customising the field option sets, you can set bespoke colours to help when conducting your report.
- [Agenda Maps](http://support.inventorybase.com/en/articles/8650472-agenda-maps.md): This innovative tool combines traditional agendas with interactive mapping, offering users a visual representation of your inspections.
- [Linking an Image to an Action](http://support.inventorybase.com/en/articles/8974853-linking-an-image-to-an-action.md): With out latest feature update, you can now link your uploaded images to be associated with a specific action that you have flagged.
- [Auto-increment References for Inspections](http://support.inventorybase.com/en/articles/6857806-auto-increment-references-for-inspections.md): Inventory Base simplifies inspection management by automatically incrementing inspection references with each subsequent inspection.
- [Customising Item Fields](http://support.inventorybase.com/en/articles/10173643-customising-item-fields.md): Our enhanced report editor allows you to customise each item field within sections or rooms — including both primary items and sub-items — giving you greater flexibility and control over your repor...
- [Gallery View of the Report](http://support.inventorybase.com/en/articles/10264568-gallery-view-of-the-report.md): Discover our latest gallery view enhancements, making it easier to browse and organise your inspection images and attachments.
- [Report Editor Enhancements](http://support.inventorybase.com/en/articles/12898469-report-editor-enhancements.md)
- [Sharing & Tracking Inspection Attachments](http://support.inventorybase.com/en/articles/13004820-sharing-tracking-inspection-attachments.md): Share inspection attachments via unique links and track when recipients first and last access them, giving you clear visibility and control over shared documents.

## Copying Reports, Photos, and Data

- [Copy an Existing Report](http://support.inventorybase.com/en/articles/12380883-copy-an-existing-report.md): Learn how to copy an existing inspection report in Inventory Base to reuse data, save time, and ensure consistency across multiple property reports.
- [Copy Photos from a Previous Report](http://support.inventorybase.com/en/articles/2414081-copy-photos-from-a-previous-report.md): Learn how to carry photos from a previous inspection into a new report, saving time and maintaining accuracy.
- [Copy an Existing Inspection from Another Property](http://support.inventorybase.com/en/articles/12413998-copy-an-existing-inspection-from-another-property.md): Learn how to copy inspection data from one property into another, saving time when managing identical or similar properties.
- [Change a Template After Starting a Report](http://support.inventorybase.com/en/articles/3304021-change-a-template-after-starting-a-report.md): Change the template of a report even after you’ve started, so you can fix mistakes or apply a different structure without starting over.
- [Copy or Merge Report Information into a New Report](http://support.inventorybase.com/en/articles/12413320-copy-or-merge-report-information-into-a-new-report.md): Easily copy or merge sections of an existing report into a new standalone inspection with your preferred template and layout.
- [Copy Parts of a Previous Report into a New Inspection](http://support.inventorybase.com/en/articles/5796820-copy-parts-of-a-previous-report-into-a-new-inspection.md): Reuse the layout of a previous report without carrying over its data, so you can save time while keeping reports consistent.
- [Copy an Inspection from the Incorrect Property to the Correct Property](http://support.inventorybase.com/en/articles/12425531-copy-an-inspection-from-the-incorrect-property-to-the-correct-property.md): Accidentally completed an inspection under the wrong property? Learn two ways to correct it — by updating the property address or copying the inspection to the correct property.

## Team & Permissions

- [Managing Your Team](http://support.inventorybase.com/en/articles/10183663-managing-your-team.md): Learn how to manage your entire team and manage multiple regions with our sub-team functionality.
- [Updating Team Email Settings](http://support.inventorybase.com/en/articles/5194587-updating-team-email-settings.md): How to update email notifications for one of your users or bulk update email settings for all clerks
- [Editing user details and permissions](http://support.inventorybase.com/en/articles/1931354-editing-user-details-and-permissions.md)
- [Job Sheets](http://support.inventorybase.com/en/articles/6103234-job-sheets.md): Remind yourself or the rest of your team of the assignments that need to be completed with a next-day overview.
- [Updating User Availability](http://support.inventorybase.com/en/articles/1931355-updating-user-availability.md)
- [Importing Users in Bulk](http://support.inventorybase.com/en/articles/4342629-importing-users-in-bulk.md): If you have a spreadsheet/csv file of all your team members you can import them into InventoryBase in bulk.
- [Deleting a Team User](http://support.inventorybase.com/en/articles/3228665-deleting-a-team-user.md)

## People & Contacts

- [Contacts: Managing Contacts](http://support.inventorybase.com/en/articles/1930248-contacts-managing-contacts.md): Add and manage property and inspection Contacts, copy them into inspections, use Contact References, and search by name, email, or Reference.
- [Contacts: Notifications And Report Delivery](http://support.inventorybase.com/en/articles/12427719-contacts-notifications-and-report-delivery.md): Learn how Contacts receive inspection emails, SMS reminders, completed reports, and direct messages, and how to check email activity.
- [Contacts: Settings And Preferences](http://support.inventorybase.com/en/articles/15900826-contacts-settings-and-preferences.md): Configure Contact Types, default communication options, retained preferences, report cover details, and automatic Contact redaction.
- [Contacts: Assigning Contacts To Rooms](http://support.inventorybase.com/en/articles/12891142-contacts-assigning-contacts-to-rooms.md): Assign rooms to specific Contacts so each person sees only their rooms, plus shared or unassigned rooms, in their unique web report.
- [Signatures and Declarations](http://support.inventorybase.com/en/articles/5762185-signatures-and-declarations.md): Manage all signature-related settings for your reports, including legal declarations, signature lines, reminder schedules, stored signatures, and contact preferences.
- [Add an Additional Signer to an Inspection](http://support.inventorybase.com/en/articles/12441189-add-an-additional-signer-to-an-inspection.md)

## Managing Clients

- [Managing Your Clients](http://support.inventorybase.com/en/articles/1931968-managing-your-clients.md): Learn how to set up Clients in Inventory Base so they automatically receive notifications and completed reports, streamline communication, and access their own portal to manage inspections independ...
- [Helping a Client get Started with InventoryBase](http://support.inventorybase.com/en/articles/4251375-helping-a-client-get-started-with-inventorybase.md): What a client can expect to see when first logging into their InventoryBase account
- [Client Portal User Guide](http://support.inventorybase.com/en/articles/13333507-client-portal-user-guide.md): If you are listed as a client with access to the Client Portal, you can easily request inspections, manage properties, and view completed reports—all in one place.
- [Live Bookings Availability for Clients](http://support.inventorybase.com/en/articles/5429126-live-bookings-availability-for-clients.md): Show clients your availability to avoid being overbooked on certain days and times and set rules for notice periods and available slots.
- [Displaying Invoices in a Client's Account](http://support.inventorybase.com/en/articles/5303193-displaying-invoices-in-a-client-s-account.md): How to switch this setting on or off for a client
- [A Guide to Clients Adding a Self-Service Inspection for Tenants and Third Parties](http://support.inventorybase.com/en/articles/4042395-a-guide-to-clients-adding-a-self-service-inspection-for-tenants-and-third-parties.md)

## Advanced Features

- [Custom Fields](http://support.inventorybase.com/en/articles/6215984-custom-fields.md): Custom Fields let you add and manage unique data boxes across your account, from properties to inspections. You can make them mandatory, searchable, or connected to third-party data sources for ric...
- [Analytics Dashboard](http://support.inventorybase.com/en/articles/6785661-analytics-dashboard.md): View and save inspection, team, and client reports using Analytics. Filter data, run queries, and track account activity from your dashboard.
- [Price Lists within Inventory Base](http://support.inventorybase.com/en/articles/9997086-price-lists-within-inventory-base.md): Our dynamic price lists feature enables you to establish tailored pricing for each inspection type based on the property's details.
- [BaseAI: Smarter Reports with Inventory Base](http://support.inventorybase.com/en/articles/11163891-baseai-smarter-reports-with-inventory-base.md): Base AI is our latest feature that auto-generates summaries, descriptions, and conditions from photos for a complete, smarter report.
- [Enabling External Maintenance Reporting](http://support.inventorybase.com/en/articles/13513591-enabling-external-maintenance-reporting.md): Where to find and how to enable the external maintenance report feature within Inventory Base.
- [Housing Health and Safety Rating System \(HHSRS\)](http://support.inventorybase.com/en/articles/13726795-housing-health-and-safety-rating-system-hhsrs.md): Learn how to enable and complete an HHSRS Version 2 inspection in Inventory Base, calculate hazard ratings, and generate a structured web report.

## Integrations

- [Integrations Overview](http://support.inventorybase.com/en/articles/1935023-integrations-overview.md): Discover all integrations available in Inventory Base to streamline invoicing, scheduling, report storage, and workflows. Connect with trusted platforms to save time, reduce admin, and keep your pr...

## Outsourcing with Workstreams

- [InventoryBase Workstreams](http://support.inventorybase.com/en/articles/10026603-inventorybase-workstreams.md): Workstreams enables anyone to outsource property visits like inventory/check out reports to suppliers vetted and approved by Inventory Base.

## Approved Suppliers

- [Approved Suppliers: Overview And Account Connection](http://support.inventorybase.com/en/articles/5251138-approved-suppliers-overview-and-account-connection.md): Learn how Buyers invite Approved Suppliers and how Suppliers accept and manage the connection between their Inventory Base accounts.
- [Approved Suppliers: Permissions And Branding](http://support.inventorybase.com/en/articles/15932337-approved-suppliers-permissions-and-branding.md): Learn how Buyers and Suppliers manage permissions, review the default settings, and choose which account’s branding appears on reports.
- [Approved Suppliers: Assigning And Completing Inspections](http://support.inventorybase.com/en/articles/15932603-approved-suppliers-assigning-and-completing-inspections.md): Learn how Buyers assign inspections to Approved Suppliers and how Suppliers accept, complete and return reports for review.
- [Approved Suppliers: Creating Inspections For A Buyer](http://support.inventorybase.com/en/articles/15932825-approved-suppliers-creating-inspections-for-a-buyer.md): Learn how Buyers allow Approved Suppliers to create inspections against properties in their Inventory Base account.

## Troubleshooting & Support

- [Clearing Cookies for a Better Performance](http://support.inventorybase.com/en/articles/4619953-clearing-cookies-for-a-better-performance.md): Improve InventoryBase performance by clearing your browser’s cookies and cache. Learn how to fix slow loading, formatting errors, or outdated data and keep your reports and dashboard running smooth...