My Home Tab - Managing Folders

Adding Folders

From the My Home tab, you can add a personal folder, a shared folder, or an archived folder by following the steps below.

1. From the My Home Tab, click on the Manage Folders option. The Manage Folders window will appear as displayed below.
   
   
    

2. Click on the Add button . The bottom of the Manage Folders list displays yellow for you to enter a new folder.

3. Click in the Folder Name column.

4. Enter the folder name in the Folder Name column. The folder name is an alphanumeric entry of up to 30 characters in length.  
   
   Note: To sort the Folder Name column in ascending order, click on the Folder Name column. The up arrow icon beside the Folder Name specifies that the column is sorted in ascending order. To sort the Folder Name column in descending order, click on the Folder Name column. The  down arrow icon beside the Folder Name specifies that the column is sorted in descending order.

5. Click in the Folder Type column.   

6. Click on the Folder Type drop-down to display the folder type drop-down list.

7. Select the folder type of Personal, Shared, or Archived. Only one folder type can be selected.

8. Click on the Save icon .  

9. Click on the My Home link. The new folder is added to the folder type list that you specified.

Related Topics:

My Home Tab Options

Estimate Search

Managing Folders

Using Your Personal Folders

Viewing Folder Contents

Editing Folders

Deleting Folders

Managing Estimates