Upload or remove templates from the Public Library #
- Uploading or removing templates from the Public Library is temporarily unavailable on both the web and mobile app while we make updates to improve your experience. We’re excited to have this feature back up and running by July! You can still send a template copy, download templates as PDF, or share them with other organizations via the Shared Library while uploading templates to the Public Library is unavailable.
What is the Public Library? #
The Public Library is where eAuditor users from different industries can share the templates they’ve created with each other. With hundreds of thousands of free templates, you can use a template to start inspections immediately or edit them to make them your own.
What you'll need #
- Any eAuditor Plan
- Web app or mobile app
- "Templates: Upload to Public Library" permission
- Full seat
- Template ownership
Upload a template to the Public Library #
1. Log in to the web app.
2. Select Templates from the menu on the left-hand side.
3. Click More vertical icon on the right-hand side of the template.
4. Select Upload iconUpload to Public Library.
5. Click the “Select Industry” dropdown menu and select the most appropriate industry. You can also toggle for the author name to appear with your username or as “Anonymous”.
6. Click Upload iconUpload to Public Library.
1. Open the mobile app.
2. Tap Inspections at the bottom of your screen.
3. Select Templates at the top of your screen.
4. Tap the template and select Upload iconUpload to Public Library from the pop-up options.
5. Select the industry accordingly and toggle if you want to show your username or “Anonymous” as the template author on the Public Library.
6. Tap Upload to Public Library. If you‘re using a company-managed device with firewall settings in place, you may encounter an error when uploading. In this scenario, please contact your IT team to add the required connections for eAuditor to their allowlist.
- A template can only be removed from the Public Library by the same user who uploaded it. If you have templates owned by your organization that need to be removed from the Public Library, please contact our customer support team for assistance.
- Please note that removing a template from the Public Library is only supported on the mobile app.
Remove a template from the Public Library #
1. Open the mobile app.
2. Tap Assets gallery view iconMore at the lower-right corner of your screen.
3. Select Library iconPublic Library from the list of options.
4. Tap the Filter (bar) icon at the upper-right corner of your screen.
5. Make sure “Show my uploaded templates” is turned on.
6. Tap Done/check icon at the upper-left corner of your screen.
7. CHANGE the industry filter to All Industries.
8. Select the template.
9. Tap Delete icon at the upper-right of your screen.
1. Open the mobile app.
2. Tap Assets gallery view iconMore at the lower-right corner of your screen.
3. Select Library iconPublic Library from the list of options.
4. Tap the Filter (bar) icon at the upper-left corner of your screen.
5. Make sure “Show my uploaded templates” is turned on, and tap Select industry to filter by None.
6. Tap Done at the upper-right corner of your screen.
7. Select the template.
8. Tap Delete icon at the upper-right of your screen.
9. In the pop-up window, tap Delete.
