From the My Home tab, you can easily search for an existing estimate.
Click on the Search link. Search Estimate By pane displays on your My Home screen.
Note: You can make entries for any or all search parameters on the Search Estimate By screen. All entries are optional. The search parameters are not case sensitive. You can enter only one entry for each search parameter. For example, you can only enter one postal code for your search in the Postal Code box.
Enter the estimate ID in the Estimate ID box. The estimate ID is a numeric entry of up to 15 characters in length.
Enter the estimate name in the Estimate Name box. The estimate name is an alphanumeric entry of up to 100 characters in length. Most special characters are allowed in your entry. You can not use < (less-than sign) and > (greater-than sign) in your entry. Select the Exact radio button to indicate that the search is for the exact estimate name that you entered. Select the Begins With radio button to indicate that the search is for the estimate name that starts with the letter(s) that you entered. The default is Begins With.
Enter the client name in the Client Name box. The client name is an alphanumeric entry of up to 100 characters in length. Most special characters are allowed in your entry. You can not use < (less-than sign) and > (greater-than sign) in your entry. Select the Exact radio button to indicate that the search is for the exact client name that you entered. Select the Begins With radio button to indicate that the search is for the client name that starts with the letter(s) that you entered. The default is Begins With.
Select the folder type from the Folder Type drop-down list. You can select All to search in all (Personal, Shared, or Archived) folders. You can select a specific folder type. For example, select Current Estimates to search in the Current Estimates folder. You can only select one folder type at a time for your search.
Select the calendar icon 
next
to the Last Update box. A calendar
displays for your date selection. Select the start date. The date populates
the Last Update box.
Select the calendar icon next
to the to box. A calendar displays
for your date selection. Select the end date. The date populates the to box.
Enter the minimum current estimate value in the Value box. Enter a numeric dollar value with up to two decimal points. Do not enter a dollar sign.
Enter the maximum current estimate value in the to box. Enter a numeric dollar value with up to two decimal points. Do not enter a dollar sign.
Enter a valid U.S. or Canadian postal code for the estimate. You can enter a five digit numeric postal code or a six digit alphanumeric postal code.
Click Search to display your search results. Your Search Results display on your My Home screen.
Click Reset to restore the default settings to the Search Estimate By display on your My Home screen.
Click Cancel to return to the Personal Folders - Current Estimates display on your My Home screen.
Note: Once you have completed your search and you want to do another estimate search, your Search Estimate By pane displays with your previously entered search parameters.
Related Topics:
Moving an Estimate to Another Folder
Copying an Estimate to Another Folder
Merging Estimates Within Folders
Deleting an Estimate from a Folder