Edit sheet properties

Open a job in the Manage Estimates screen.
Open the Sheets tab, and ensure that the Filter toggle toggle is off.
Select the sheet you want to edit and do one of the following:
- Click Edit.
- Right-click and select Edit Properties.
  Note: You cannot edit the properties of the active sheet within the Sheets tab.
To rename the sheet, enter a new name in the Name field.
To add or change filter tags, enter one or more keywords that can be used to identify the sheet in the Tags field. Separate multiple keywords with a comma.

Note: Keywords can contain alphanumeric characters and can consist of multiple words, but cannot begin or end with a space.
Alphanumeric characters include the letters A through Z, the numerals 0 through 9, and all special characters except comma, dash, period, percent, tilde, and single quote.
To specify notes or a description for the sheet, enter comments in the Notes field.
Click OK.

Table of Contents