From the My Home tab, you can move an estimate to a personal folder, a shared folder, an archived folder or the Trash Bin.
Click on the My Home link. The Personal Folder - Current Estimates pane displays on your My Home screen.
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.
Do one of the following:
Select a single estimate check box to move one estimate to another folder.
Select multiple estimate check boxes to move multiple estimates to another folder.
Select the Select All check box located on the Grid title line to move all estimates of one folder to another folder.
Click on the
(Select Action) drop-down
list.
Select the Move action.
Click on the
(Select Action) drop-down
list.
Click on the folder name that you want to move your estimate(s) to.
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:
Copying an Estimate to Another Folder
Merging Estimates Within Folders
Deleting an Estimate from a Folder