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Folders
Folders help you organize, schedule, and report on your forms.
- Folder Settings (Reporting)
- System IDs, Form IDs, and Folder IDs
- Close or Open a Folder
- Folder Report Cover Page
- 06/24/2022 - Folder Notes now available on Website
- Edit Folder Type Details
- Default Forms by Folder Type
- Folder Notes (Internal Job Notes/Reference Fields)
- Folder Categories and Types
- Default Report by Folder Type
- Folder and Asset Move to New Account
- Folder Report Cover Sheet Date
- Folder Merge
- 04/23/2022 - Folder Restore available in User Interface
- Customize Folder Report Cover Page
- Copy and Reschedule a Folder
- Push Notifications
- Team Scheduling Feature
- Schedule a Folder
- Move Assets to another Account