My Home Tab - Managing Estimates

Copying an Estimate to Another Folder

From the My Home tab, you can copy an estimate to a personal folder, a shared folder, an archived folder, or the Trash Bin.  

 

  1. Click on the My Home link. The Personal Folder - Current Estimates pane displays on your My Home screen.

  2. Select the folder that you want to copy an estimate from. For example if want to copy an estimate from your Shared Folder header, select the shared folder that you want to copy from. The Shared Folder list displays for your selection.

  3. Do one of the following:

  1. Click on the (Select Action) drop-down list.  

  2. Select the Copy action.

  3. Click on the (Select Action) drop-down list.

  4. Click on the folder name that you want to copy your estimate(s) to.

  5. Click on Go.


The estimate(s) is copied to the folder that you specified. When you copy an estimate to a folder, a new system generated number for the copied estimate and the data from the estimate is placed in the folder that you specified. The new estimate(s) is copied to the top of the estimate list of the folder that you selected.

 

Related Topics:

My Home Tab Options

Managing Folders

Managing Estimates

Estimate Search

Sorting Estimates

Moving an Estimate to Another Folder

Merging Estimates Within Folders

Deleting an Estimate from a Folder

Deleting an Estimate from the Trash Bin

Deleting All Estimates From the Trash Bin