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Folders

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

  • Folder Description
  • Customize Folder Report Cover Page
  • Use Folder Types to Create a Workflow
  • Create a Folder without a Schedule
  • Account Link on Apple App
  • Folder Files
  • Sort Forms
  • Getting a report of all folders closed over a certain date range
  • 10/19/2020 - New Attribute Filter on Web
  • Move Assets to another Account
  • Change or Update Folder Type for Existing Folder
  • Folder and Asset Move to New Account
  • Folder Files on Mobile
  • Team Scheduling Feature
  • 10/23/2021 - Calendar Updates
  • Folder ID and System ID
  • 04/23/2022 - Folder Restore available in User Interface
  • Restore Deleted Folder
  • Folder Notes (Internal Job Notes)
  • 06/24/2022 - Folder Notes now available on Website
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