Cloning a document

Steps on how to clone a document on the Energy Warehouse app

Published on:

Do not index
Do not index
Steps on how to clone a document on the Energy Warehouse app:
notion image
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
 
notion image
3️⃣ Scroll down to “Client Documents
notion image
4️⃣ Swipe left on the document that you would like to clone
notion image
5️⃣ Click on the purple “clone” icon
notion image
6️⃣ The “Document cloned” banner should appear at the top of your screen
notion image
7️⃣ Scroll down to find your cloned document
The title of the cloned document will contain the title of the main document with the word “Copy” added at the end
 
The steps above not working?
Contact us at:
support@ew.energy