Add, edit, or remove filter tags for an existing sheet
You can also rename the sheet or enter/change notes for the sheet by following these steps.
- Open a job in the Manage Estimates screen.
-
Open the Sheets tab, and
ensure that the Filter 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 active sheet within the Sheets tab.
-
In the Properties window,
enter one or more keywords 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 rename the sheet, enter a new name in the Name field.
- To add comments or a description for the sheet, enter text in the Notes field.
- Click OK.