Managing Folders
Folders are used to organize and manage your saved estimates. Under the Home tab, you’ll see the link to Manage Folders. There are three types of folders:
- Personal Folders
- Shared Folders
- Archived Folders
Personal Folders are for your personal use. This folder displays the folders that contain your personal estimates, and also a system generated default folder called Current Estimates. Unless you specify a folder for shared use, the estimates contained in your Personal Folder are visible only to you. The default view for the Home tab displays the contents of the Current Estimate folder. Any additional personal folders are displayed as additional folders below the Current Estimate folder.
Shared Folders 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.
Archived Folders contains folders of archived estimates. Estimates are moved to the archived folder for historical and tracking purposes.
You will also see a Recycle folder. 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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