To manage your folders, click the Manage Folders option from the My Home tab.
Your list of folders will appear as below.
MeansCostWorks.com allows you to manage 4 types of folders:
The first folder type is your Personal Folders. This folder type displays the folders that contains your personal estimates. Personal folders are for your personal use. These folders are viewed only by you unless the folder is specified as a shared folder. Personal Folders contains a default system generated folder called Current Estimates. The default view for the My Home tab displays the contents of the Current Estimate folder. Any additional personal folders are displayed as additional folders below the Current Estimate folder.
You can create other personal folders that contain your personal estimates. You can move estimates from your personal folders to another folder. You can add estimates to your personal folders. You can delete estimates from your personal folders. You can merge two estimates into one estimate and place the merged estimate into your personal folders. You can sort your estimate list in the personal folders.
The second folder type is your Shared Folders. This folder type contains folders of shared estimates among users from the same company. Anyone in your company has access to these folders. You also have the ability to create folders under the shared folder.
You can add estimates to your shared folders. You can move estimates from your shared folders to another folder. You can delete estimates from your shared folders. You can merge two estimates into one estimate and place the estimate in your shared folder. You can sort your estimate list in the shared folders.
Archived Folders is a folder type that contains folders of archived estimates. Estimates are moved to the archived folder for historical and tracking purposes.
You can add estimates to your shared folders. You can move estimates from your achieved folders to another folder. You can delete estimates from your personal folders. You can merge two estimates into one estimate and place the estimate in your achieved folder. You can sort your estimate list in the achieved folders.
Recycle is a section header that contains the Trash Bin folder. When you delete an estimate from any of the folders, the deleted estimate goes into the Trash Bin. You can delete estimates from the recycle folder or you can use the Recycle Bin icon to delete all of the estimates in the folder. Once the estimate is deleted from the Recycle Bin, it is deleted from the data base.
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