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- Save All: Save all Estimates in the Worksheet. If you save an Untitled Worksheet, its name changes to quicksave; rename the Worksheet for future reference.
- Rename: Rename the Worksheet . After renaming the worksheet, "Save All" in order for the change to save. Momentarily, the Worksheet will display with the new name although the list will still show the old name, but they will sync once user refreshesand then click Save All to save your changes.
Note: If the Worksheets list still shows the old Worksheet name, refresh your browser. - Copy: Create a copy of the Worksheet and its Estimates.
- Delete: Delete the Worksheet.
- New: Create a new Worksheet.
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To add columns to a Worksheet, you can create Estimates, copy them, or search for them on the Find Estimate panel.
Worksheets List
The Worksheets list contains all Worksheets that you have the right to view (you were the last user to save them).
To access the list, on a Worksheet, click the Worksheets heading.
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VIP - List View VIP - List View nopanel true - To view a Worksheet, click its row, or click << to return to the current Worksheet.
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