Summary: In RoofSnap Max version 1.9.61, the Documents Tab of your project has been upgraded to include a menu of all the documents you have available. When you open the documents tab, tap the thumbnail of the document you want to create.
Watch this video or follow the steps below:
New Document Template Menu
Now, when you tap the Documents Tab of your project for the first time, you'll see the Template Menu.
The Template Menu is a list of the document formats you have available to you. Each document is represented by a thumbnail, that shows you the formatting of that document. To create a document for your project, tap the thumbnail of the document you'd like to generate.
Creating More Documents
Once you've created a document in your project, the Documents tab will display a list of the PDF documents you've already created.
To generate more documents, tap "Generate Document" in the upper right corner. This will return you to the Document Templates Menu.
Comments
2 comments
how do you delete templates !! iphone app will not let you delete templates,
desktop wont too? why would you not let people delete templates in the menus ?????????????
why wouldnt the iphone app work better ???????????
tried it on 3 phones.
dont have an ipad, are you saying the only way to delete templates is to own a ipad?
i assume i just cant figure it out and of course im wrong about all of it.
Please let me know!
thank you!!
Hi Meena,
Thanks for asking about this. The article above is about the PDF document options, but I believe you are specifically asking about the Estimate Templates, which is a different feature. We made a change in the mobile iOS app some months ago so that Estimate Templates can now be deleted from both iPads and iPhones.
Estimate Templates can be deleted from the Manage Templates menu under the info (i) button in the lower left side of the RoofSnap iOS mobile app (iPad/iPhone).
Hope that helps!
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