Changing folders where an estimate is saved can be completed with a few taps.
To get started, you’ll want to use these steps and follow along in the tutorial below:
- Tap into the folder where the estimate is saved
- Tap the three dots on the upper right corner
- On the pop up menu, tap Change Folder
- You will see your space with your folders pop up
- The folder(s) with a blue check mark indicate where it’s currently saved
- To remove it from the existing folder, tap on it to remove the blue check mark
- Tap the new folder(s) where you would like to save it
- Tap Save
If you do not currently have any new folders created and need help, please watch the second tutorial included below to walk through how to create more custom folders.