Work-Flows > Archiving Quote Files

How To

This work-flow describes the process of archiving and restoring quote files.

To prepare for archiving quote files, we will set the archive path. Then we can send files to the archive, view the files in the archive and retrieve files from the archive.

Video Tutorials

•	Archiving Quote Files

PREPARATION

Do this ...

Set the Archive Path

•	Go to the Admin > Path screen

•	Browse to the desired location for the Archive

•	Dismiss the Path screen

Note: The archive path cannot be the same as the quote path. If it is, the archiving function is turned off.

Archive Path

ARCHIVING FILES

Do this ...

Select one or more quote files to archive

•	Go to the Quote > Open screen

•	Select one or more files. The files must be in a single group.

Quote - Open

Send the files to the archive

•	Click the right-mouse button on one of the files

•	Select the menu item "Send to Archive"

VIEWING the ARCHIVE

Do this ...

Switch to the archive view

•	Go to the Quote > Open screen

•	Pull down the Directory view selector in the upper left corner

•	Select Archive

Notes:

1.	While in the archive view, archived quote files can be opened for review, printing and even editing.

2.	After leaving the Quote > Open screen, the view will return to the Quotes view the next time the screen is opened.

Quote - Open

RESTORING FILES

Do this ...

Switch to the archive view

•	Go to the Quote > Open screen

•	Pull down the Directory view selector in the upper left corner

•	Select Archive

Quote - Open

Select one or more archive files to restore

•	Select one or more files. The files must be in a single group.

Send the files to the active quotes

•	Click the right-mouse button on one of the files

•	Select the menu item "Send to Quotes"