If you have signed up to a free trial or paid plan after 19th August, click here to see how to move books between folders in your account.

To move a book to another client folder, open the book up in Edit mode, then click the "Edit Client Logo" button.

Next, choose a different client from the "Choose Client" dropdown list and hit "Save".

Your book will now automatically be placed in the new client folder.

Our short tutorial on formatting your report includes how to add, edit and delete client folders from your account. You can watch that and other helpful videos in our guides and tutorials section of the help menu.

If you have any questions on this get in touch at support@coveragebook.com, or through the chat messenger when logged in. 

New trials and paid accounts after 19th August - how to move reports between folders

From the All Books view, click on the folder you want to import existing books to:

Click on Import existing book...

Select your book from the drop down list and click add to collection done!

You can also chose a collection to save newly created books to. Just select the collection to add it to before you add any coverage!

Did this answer your question?