Change or Update Folder Type for Existing Folder

You are able to change a folder type of an existing folder. This option may be used because you mistakenly mis-categorized the folder upon creation. It also allows you to move it to the next phase in a workflow or even to produce a different folder report based on the folder settings.

From the Website

Go to the "Folders" tab on the website.

Go into the folder

Click the blue pencil icon to "Edit" the folder

Click on the "Type" box to pull up a list of available folder types.

Select the folder type you want and then click "I'm Done"

Then click on "Update Folder"

Once you've updated the type, go back to your folder and download your folder report. The report will now reflect the format of the folder type you've selected.

From the Mobile App

Go into the folder and tap on the folder details (the manilla tab at the top).

Then tap on the FOLDER TYPE, and select the Summary Report folder type (or the name of the folder type you've created for your summary/deficiency report).

Once you've updated the type, go back to your folder and download your folder report. The report will now reflect the format of the folder type you've selected.