My Home Tab - Managing Estimates

Moving an Estimate to Another Folder

From the My Home tab, you can move 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 move an estimate from. For example if want to move an estimate from your Shared Folder header, select the shared folder that you want to move 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 Move action.

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

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

  5. Click on Go.

    The estimate(s) is moved to the folder that you specified. The new estimate(s) is moved 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

Copying 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