Change a document's name

Steps on how to change a document’s name on the Energy Warehouse app

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Steps on how to change a document’s name on the Energy Warehouse app:
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1️⃣ Open the Energy Warehouse app and select the Home icon
Bottom left
2️⃣ Click on the “job” you would like to clone a document for
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3️⃣ Scroll down to “Client Documents
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4️⃣ Swipe left on the document that you would like to rename
 
 
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5️⃣ Click on the blue “edit” icon
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6️⃣ Type the new document title and click “Save
 
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7️⃣ The “Document updated” banner should appear at the top of your screen and the new updated title will be displayed on the document
The steps above not working?
Contact us at:
support@ew.energy