Setting Up Export

Using Publish/Export > Setting Up Export

 

The Export settings can be changed in the Options dialog box to allow you to set up defaults for when you export to Excel.

 

Change the Export Settings

 

To change the default settings for exporting:

1.Click Options on the Home tab.

2.Click the Project Options tab and then click the Exporting side tab.

3.Change your settings for PDF File Export, Excel File Export, and Export Templates.

4.Click OK.

Change Defaults for PDF File Export:

•Default Suffix for PDF file name:  Enter a value here which will automatically be added to the end of your original file name at the time you export to PDF.  For example, if your original file is named "File 123", when you export your ballooned inspection file to a PDF the name will be "File 123-ballooned."  Check the Prompt for PDF filename box to also have the opportunity to change the file name at the time of export.

•Default prefix for PDF file name:  Enter a value here which will automatically be added in front of your original file name at the time you export to PDF.

•Prompt for PDF filename: Will prompt you to accept or change the default file name of your PDF upon export.

•Share the credit with InspectionXpert:  This option will place a "Ballooned by InspectionXpert" message in your ballooned PDF.  The Drawing Border section shows where this credit will be placed with respect to the borders of your file. Clear this box if you do not wish for this message to appear.

•Save Markup As:  Choose Save as comments to save your balloons and notes as a separate layer in your exported PDF that can be turned on or off with the comments or layers function in your PDF viewer application.  Choose Merge with document to keep these annotations part of your PDF file with no separate comments layer.

Change Defaults for Excel File Export

•Default Suffix for Excel file name:  Enter a value here which will automatically be added to the end of your original file name at the time you export to Excel.  For example, if your original file is named "File 123", when you export to an Excel inspection report the name will be "File 123-FAIR."  Check the Prompt for Excel filename box to also have the opportunity to change the file name at the time of export.

•Default prefix for Excel file name:  Enter a value here which will automatically be added in front of your original file name at the time you export to Excel.