• About magic5 help text
  • How to use this guide
  • Why use magic5
  • PDF Guides
• Quick Start Guide
  • First Steps
    • Quick Start - magic5 Trial
    • Completing your first form and viewing the results
    • Setting up magic5 for your business
    • Customise your template
    • Customise your job
    • Customise automated emails
    • Delivery Form example
  • Tutorials
    • Change an item in a Form Template
  • Customers
    • Adding a customer
    • Editing a customer
    • Deleting a customer
    • Importing a customer spreadsheet
    • Creating a customer spreadsheet
    • Import a Customer List
    • Allow Ad hoc Customers in your template
    • Create a History for Customers
    • Advanced customer spreadsheets
  • Jobs
    • Viewing Jobs
    • Customise the Jobs View
  • Lists
    • Adding a List
    • Adding a List Entry
    • Create a Cascading List
    • Importing a List
    • Importing a Cascading List
  • Reports
    • Viewing Reports
    • Customise the Report View
    • Create a Word report
    • Export Report List
    • Export Job List
  • Users
    • Adding a user
    • Editing a user
    • Deleting a user
    • Reset Password or Unlock Account
  • Device
    • Document Library Advanced
    • Document Library Simple
  • Sage
    • Getting started with Sage
    • Collecting Sage details in magic5
• Administrator's Guide
  • Templates
    • Item Types Explained
      • Action button
      • Add form
      • Alternative customer
      • Anti-list (text box entry of item not in list)
      • Calculated value
      • Contact person
      • Standard/critical contraventions
      • Contravention Score
      • Copy form
      • Damage control
      • Drop-down
      • Date
      • Forward form and Delegate Job Completion
      • Drawing location
      • Calculate elapsed time
      • E-mail address
      • Extension history
      • Findings
      • Fixed text
      • Forward form
      • General attachments
      • General output data
      • GPS reading - start form
      • GPS reading - finish form
      • Image
      • Invoice table
      • Job attachments
      • Job data
      • Multiple-choice
      • Number(Decimal)
      • Number(Decimal) for pricing
      • Number(Whole)
      • Number(Whole) for pricing
      • Output field
      • Photo
      • Risk Factors
      • Scanned list
      • Screen Capture
      • Shared secret
      • Signature capture
      • Sketch
      • Supporting attachment
      • Table
      • Text
      • Text box entry of list item
      • Tick box
      • Time
      • Work Status
      • Section score total
      • Confirm Text Box
      • Password
      • Confirm password
      • Confirm e-mail address
      • Help
      • Address
      • Phone number
      • Person name
      • Barcode (from database)
      • Barcode
      • Barcode or text entry
      • Prevent saving widget
      • Time stamp
      • Stopwatch timer
    • Template Actions
      • When a Report is finished on a device
        • E-mail documents from device
        • Run custom code on device
        • Print document from device
        • Spell check on device
        • Device workflow
        • Device add to summary form
        • Device update customer flag
        • Device workflow - multi-forms
        • Close associated job
        • Delete form
        • Create list entry
        • Create customer
        • Create location
        • Add to daily store
        • Lock access to other jobs
        • Allow access to other jobs
      • Option within report screen
        • E-mail PDF Report (report screen)
        • Edit multiple results
      • Export to Access 2003
      • E-mail PDF Report
      • Output to XML file
      • Output to PDF file
      • Output to CSV file
      • Output to management reports package
      • Output to Contractor monitoring systems
      • Automatically release to Customer
      • Mark as Awaiting customer response
      • Mark as Awaiting invoicing
      • Set a value for an item within the document
      • Set a value for the associated job
      • E-mail notification (no attachments)
      • Create a new job
      • Status update
      • Update status of older forms on the same job
      • Update user attribute
      • E-mail an Excel version of the report
      • Update customer attribute
      • Update location attribute
      • Update stock levels
      • Update order history
      • Option in Report Screen - E-mail PDF Report
      • Create reference numbers for follow-up actions
      • Create jobs based on follow-up actions
      • Set the customer location of the form
      • E-mail Word/PDF Report
      • Update System Settings
      • Update System Logo
      • Create user
      • Update list entry attribute
      • Update contract credit
      • Update Salesforce contact with deployment
      • Show or hide an item within the document
      • Index document item for searching and unit databases
      • Mark as archived
    • Template Parameters
      • Editing rules
      • Report tab
      • Bulk sign-off
      • Report lists
      • Photos
      • Customer response
      • Contraventions
      • Template - amend device lists
      • Drawing Markers
      • Work History
      • Images and display
    • Template
    • Template List
    • Document
    • Page
    • Section
    • Template action
    • Item type
    • Report status
  • How to ...
    • Manage Outputs
      • Word Document help
        • Generic Word Document
        • Adding Template Items to a magic5 Word Document report
        • Adding Special Merge Fields to a magic5 Word Document report
        • Using Bookmarks in a magic5 Word Document report
        • Using Styles in a magic5 Word Document report
        • Create a Word Template List
        • Word template Additional Attributes
        • Embedded Bookmarks in a magic5 Word Document report
      • Create an Excel spreadsheet of the report
      • Overview of Creating a magic5 Word Document report
      • Export Reports in a List
      • How to Export Job in a List
      • Export Photos form a Report List
    • Manage Device
      • Create document library
      • How to Set Up Lists on the Device
      • Change how questions look on the device
      • Copy data items between templates
      • Show an image on the device
      • Job Tab Options on Device
    • Manage Templates
      • Create text snippets
      • Move a template component
      • Set up a summary form
      • Set up a simple form
      • Set up findings for a multiple choice item
      • Use display conditions to show/hide items or sections
      • Use images instead of lists or buttons
      • View and record follow-up actions
      • Transfer job details into a form
      • Create e-mail templates
      • Set up a drawing annotation
    • Manage Reports
      • Generate sequential numbers
    • Manage Setup/Maintenance
      • Lists
        • Importing a Cascading List
        • Importing a List
        • Import a List with Attributes
      • Set up a customer
      • Set up a user to access a subset of locations
      • Set up a user
    • Manage Jobs
      • Import a job sheet
      • Set up Attachment in Job Definition
      • Create New Job from Existing Job
      • Additional Forms
    • Set up Sage Template Items
    • Create & maintain assets
  • Menus
    • Setup/Maintenance menu
      • Job definitions
        • Job definition
        • Job definition - create
        • Job definition - amend
        • Job definition - amend standard items
        • Job definition - amend job lists
        • Job definition - amend device lists
        • Job definition - amend others
        • Job definition - page (create/amend)
        • Job definition - page item (create/amend)
        • Job definition - page item (advanced)
        • Job definition - page item (table)
        • Job definition - Actions & options
        • Job definition - E-mail notification
        • Job definition - Create sub-job
        • Job definition - Status update
        • Job definition - Triggered update
        • Job definition - Manually close
        • Job definition - Set a value for the job
      • Customers
        • Add customer
        • Attachments for a customer
        • Locations for a customer
      • Lists
        • Create list
        • List entries
      • Groups
        • Groups
      • Users
        • Users
        • User roles explained
      • Specialist
        • Matrices
      • Advanced
        • HTML e-mail templates
        • Standard documents
      • System Settings
        • System settings
      • Setup/Maintenance Menu
    • Reports menu
      • Reports Menu
      • Viewing and editing reports
      • Incomplete reports
      • Complete reports
      • Released reports
      • Reports awaiting order numbers
      • Reports awaiting invoicing
      • Invoiced Reports
      • Finished/Payment Received
      • All released reports
    • Jobs menu
      • Jobs Menu
      • Schedule
      • Planner
    • Downloads
      • Downloads overview
      • Device software
      • Downloads menu
    • Maintain Templates menu
  • Concepts
    • How to organise a template hierarchy
    • General editing concepts
    • Concepts - Attributes
    • Concepts - Calculated-values
    • Concepts - Cascading Lists
    • Concepts - Customers, Locations and Contacts
    • Concepts - Export to Excel
    • Concepts - Export to Word
    • Concepts - Groups
    • Concepts - Jobs
    • Concepts - Job definitions and templates
    • Concepts - Job lists
    • Concepts - Lists
    • Concepts - PDFs
    • Concepts - Reports & report lists
    • Concepts - Report processing variables
    • Concepts - Risk Factor Weightings
    • Concepts - Standard Attributes
    • Concepts - Sub-jobs
    • Concepts - Summary Forms
    • Concepts - Templates
    • Concepts - Sub-jobs
    • Concepts - Customers, Locations and Contacts
    • Concepts - Device workflow
    • Concepts - Report processing variables
    • Concepts - Document Library
    • Concepts - Display conditions
    • Concepts - Variables
  • Device Help
    • Device FAQs
      • Do I need to uninstall the app on the device?
      • Can I delete an incomplete form before it sends?
      • Where is my form - it's not on the device or the server
      • Why can't I select my template on the device?
      • How do I send back error logs?
      • Can I edit mistakes on a form
      • How do I exit a form?
      • Can you give me tips on using text entry on the device?
    • Device menu
    • Device gallery
    • Document library
    • Drawing Annotation on the Device
    • Text snippets on the Device
  • Reference
    • Dynamic Values
    • System Lists
    • Output Document formats
    • How magic5sends emails
  • How to use the Administrator Guide
• FAQs
  • Reports
    • Is there any way to stop the cover page being generated on the PDF form?
    • How do I conditionally send a form to several people?
    • How can I combine totals from several forms?
    • Will my completed and released forms be automatically sent back (provided there is a network connection available )?
    • Why would I use the Send Reports function if I have ticked the box to Automatically send back finished reports?
    • Can I "email pdf version of report" to 2 addresses?
    • If I delete a user are all the forms still stored?
    • Should I create a unique number on the device or on the server?
  • Jobs
    • How can I allocate the same job to all members of a group?
  • Form setup
    • How do I make a single list item always appear?
    • Can I launch a URL from a button on a device?
  • System
    • How do I display my own logo?
    • Do I need to change my firewall settings?
  • Should I use the Squad Work option?