My Home Tab - Managing Folders

Using Your Personal Folders

Your Personal Folder is the folder type that contains your personal estimates and personal estimate folders.  

Inside your Personal Folder you'll find a folder called Current Estimates. The Current Estimates folder is a system generated folder.  

 

You'll have the ability to perform the following folder actions:

 

 

The default view for the My Home tab displays the contents of the Current Estimate folder.

The image below displays the Personal Folder expanded to show the Current Estimates folder as well as two additional Personal Folders "GC Estimates" and "October Estimates".

The estimate list displays all the estimates in the Current Estimates folder.

 

 

When viewing the estimate list for any folder, you can perform the following actions:

 

 

Related Topics:

My Home Tab Options

Estimate Search

Managing Folders

Viewing Folder Contents

Adding Folders

Editing Folders

Deleting Folders

Managing Estimates