Add, edit, or remove filter tags for multiple existing sheets

  1. Open a job in the Manage Estimates screen.
  2. Open the Sheets tab, and ensure that the Filter toggle is turned off.
  3. Hold Ctrland select each sheet you want to edit.
    Note: You cannot edit the active sheet within the Sheets tab.
  4. Right-click and select Add/Remove Tags from the menu.
    The Add or Remove Tags window appears.
  5. In the Tags to add field, enter one or more keywords to identify the sheets. Separate multiple keywords with a comma.
    Note: Keywords 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.

  6. In the Tags to remove field, enter one or more existing tags to remove from the sheets. Separate multiple tags with a comma.
    Note: Each keyword entered must exactly match the name of an existing tag.
  7. Click OK.