Step by step instructions to Export and Import a Digital Multi Point Inspection (DMPI) in Report Pro
Things To Note
Use Cases for this process:
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I am a Sales Rep or Consultant for an auto repair business and I build the customized DMPI to help my shops implement a great DMPI right from the start.
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I am a member of a local business group that meets on a regular basis and I want to share my DMPI with the group.
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A friend in the business asked if I could send them a copy of my DMPI template for them to use.
How To Export
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From Report Pro select Customize and then choose Multipoint Inspection
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Select the Inspection Title you would like to Export
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Select the Export button in the Ribbon
-a Windows File Explorer window opens -
Navigate to the location where you would like to save the Export
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Select the Save button
**Remember the location that you saved it to.
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Ways To Share The Template
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Email it as an attachment
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Transfer it through an Instant Messaging program
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Copy it to a thumb drive and take it to their computer
How To Import
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From Report Pro select Customize and then choose Multipoint Inspection
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Select the Import button in the Ribbon
-a Windows File Explorer window opens -
Navigate to the location that contains the template
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Select the template
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Select the Open button
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A message box will display “The inspection was successfully imported”
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Select OK
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