My Projects Folder

In the application: Main Menu → My Projects Folder

Watch the available lessons in order, or choose the chapter you need. A lesson may also appear in another button path.

Watch the learning sequence

Follow these lessons in order. Shared screens may use another example; chapter links open the relevant step.

1. My Projects Folder: find a saved opportunity and browse its files

Watch from the beginning

Choose a chapter
  1. 0:00 — Open My Projects Folder
  2. 0:13 — Compare the three saved-work sections
  3. 0:40 — Read the saved stock-number row
  4. 1:08 — Open the matching project folder
  5. 1:30 — Read the project file pane
  6. 1:55 — Review the upload dialog controls
  7. 2:23 — Open Notes and return to the folder list
  8. 2:42 — Return to My Projects Folder

2. Save an opportunity and upload project notes

Watch from the beginning

Choose a chapter
  1. 0:00 — Find the saved opportunity
  2. 0:29 — Select a document for Notes
  3. 0:55 — Verify the uploaded document

3. Remove a saved notice and return to its project files

Watch from the beginning

Choose a chapter
  1. 0:00 — Choose the saved notice to remove
  2. 0:22 — Check the saved listing after removal
  3. 0:44 — Return to the existing project and note

4. Create and organize folders (shared explorer)

Watch this chapter

Choose a chapter
  1. 3:10 — Create a subfolder under Notes
  2. 3:21 — Verify the new folder
  3. 3:34 — Copy the folder to Misc
  4. 3:44 — Paste into the destination folder
  5. 3:55 — Confirm the copied folder in Misc