Managing your folders

Managing your folders Your estimates are stored in personal, shared, archived, and recycled folders. This section describes how you can access your folders, the different types of folders, and how to create, rename, and delete folders.

This section contains the following topics:

Accessing folders
Folder types
Creating folders
Renaming and deleting folders

Accessing folders

To access your folders,

Click on the folder name...	...to expand the folder and display the contents:

Tip: Clicking a folder name again closes an expanded folder.

Folder types

There are four different types of folders you can use to keep your estimates organized:

Personal folders

Personal Folders is where you keep your personal estimates. This folder is for your use and only you have access to it (unless you designate it as shared). Personal Folders contains the default system generated folder Current Estimates, which is the folder that is open each time you click on the Home tab.

You can create other personal folders that are displayed below the Current Estimates folder. You can move, copy, delete, and merge estimates from one folder personal folder to another personal folder. All additional personal folders that you create are displayed below the Current Estimates folder.

Shared Folders

Shared Folders are the folders of shared estimates among users within the same company. Access to the shared folders is controlled by a designated company administrator. The administrator can give access to other users as well as add user accounts. You can create folders under the shared folder directory. See Managing company accounts for more information.

Archived Folders

Archived Folders contains folders of archived estimates. Use this folder to store estimates that are no longer active but are helpful to keep for historical and tracking purposes.

Recycle

The Recycle folder contains the estimates that you have deleted from any other folder. 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.

Caution: Estimates that you delete from the Recycle folder are permanently removed from the database. There is no undo for this action.

Creating folders

To create a CostWorks folder,

From the Home tab, click Manage Folders:

Click Add:

Add folder

Type the name of the folder in the Folder Name box.

Select the folder type:

Personal
Shared
Archived

Click Save.

Result: The folder is created in the selected directory.

Renaming and deleting folders

You can rename a folder in any folder category. You can also delete folders you no longer need.

To edit and delete folders,

From the Home tab, click Manage Folders:

Result: The Manage Folders menu is displayed.

Choose from the following to continue.

If you want to...	Then...	Result
rename a folder	click Edit type the new name for the folder in the Folder Name column click Save.	A message is displayed confirming the name change.
delete a folder	click Delete. click Ok to confirm your action or Cancel to cancel the operation	The desired action is completed.