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Folders

Folders help you organize, schedule, and report on your forms.

  • Folder Merge
  • Sort Forms
  • 10/19/2020 - New Attribute Filter on Web
  • Folder Setup (Reporting)
  • Move Assets to another Account
  • Schedule One Folder
  • Folder Copy / Priority Roll-Over
  • Change or Update Folder Type for Existing Folder
  • Customize Folder Report Cover Page
  • Folder Notes (Internal Job Notes)
  • Copy and Reschedule
  • How do I Omit a Form from a Folder Report?
  • Schedule a Folder and Add Forms - Web Instructions
  • Folder Files on Mobile
  • Search for a Folder
  • Folder ID and System ID
  • Folder Files
  • 02/26/2024 - Folder Move Now on Activity Logs
  • Folder and Asset Move to New Account
  • Default Report by Folder Type
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