Template Texts for PDF Reports
Text templates for the opening text and concluding information can be saved and applied for configuring and sending PDF reports.
You can create Custom text templates or use BauMaster templates.
These templates work across all projects and apply to the entire company account, meaning once created, every site manager with an Expert license and every additional project benefits.
This feature is only available to users with Expert licenses.
The BauMaster templates will continue to be expanded in the future. We take great care in researching the content and are proud of the quality.
However, our templates do not replace legal advice. Standards or legal matters may change, therefore we assume no liability for legal validity or currentness.
Loading, Creating, and Saving Text Templates
By clicking "Load templates" you can either
- create your own templates
- load your own saved templates
- load templates provided by BauMaster
Custom templates can also be edited and saved again.
Applying and Editing BauMaster Templates
The BauMaster templates provided by us cannot be edited directly. However, you can download them and subsequently edit them as "Custom templates", or use them directly and edit them afterwards.
Click on the download icon to directly open the "Create New" window. By clicking "Save & Apply," the BauMaster template will now be displayed in your Custom Templates and can still be edited there later.
Create, edit and apply custom template
You can either enter the texts directly in the opening text or concluding information and click on "Save as template",
In the next window, enter the Template Name and the Text Block of the template. By default, the name of the currently selected report is stored with today's date.
With Apply & Save, the text template is saved under "Custom Template" and directly used for the PDF report.
Related Articles
Address for letterhead (postal delivery) for PDF reports
Occasionally it is necessary to send PDF reports by postal mail or registered mail, such as for defect notifications. In BauMaster, when sending the PDF report, you can select the option "Include recipient for postal delivery" in the Layout settings. ...Creating, Copying and Deleting Records (Template record)
Before creating a record, you need to have: created a project (How do I create a project?) defined project settings (Overview of all project settings) uploaded PDF plans for markers* (Where and how can I upload PDF plans?) created contacts (Creating ...Send PDF-Logs
You can send the protocol directly from the protocol entries view using the "Preview and Send" button. Tip: You can also send filtered entries or marked entries separately! Or you can send your record from the Protocol Overview. There you can send ...Copy, create and send daily reports
With the Basic license, you will see the menu option "Daily Report" in the left menu, where you can create daily reports and daywork sheet. See also: Daywork Sheet. Switch between daily report and daywork sheet. To switch to a daywork sheet, click on ...Search & Filter
In the detailed search, you can search and filter all projects and protocols and export the results as a PDF report. Gantt chart (entries on a timeline) List view (list of entries) Table view (entries with associated costs) (paper airplane = send) On ...
Popular Articles
Photo quality (on the device)
This setting affects the quality of the photos that are also saved on your device (e.g. gallery or photos). The “Standard” setting allows you to work faster than “High” and also saves storage space on your device. In the App When you take photos in ...API Interface
The BauMaster App offers a token-authenticated REST API. In the current version (1.0.1), endpoints can be accessed for the following functions: Creating projects Companies and contacts Attachments (images and files) and PDF documents (PDF protocols ...Address for letterhead (postal delivery) for PDF reports
Occasionally it is necessary to send PDF reports by postal mail or registered mail, such as for defect notifications. In BauMaster, when sending the PDF report, you can select the option "Include recipient for postal delivery" in the Layout settings. ...Creating, Editing and Deleting Record Styles (Project Settings)
In the Project Settings, under Record Styles, you will find all records that you want to have available for selection in your project. The record styles are created across all projects. This means that once created, record styles are optionally ...Creating, Copying and Deleting Records (Template record)
Before creating a record, you need to have: created a project (How do I create a project?) defined project settings (Overview of all project settings) uploaded PDF plans for markers* (Where and how can I upload PDF plans?) created contacts (Creating ...