Working With Folders

My Sales Folder

Manage the sales folders from the directory at the top left of the screen. The folder “My Sales” will always be there - it is the foundation of the directory. This is the folder that is copied for transfer from one computer to another.

CREATING A NEW FOLDER

Create folders and subfolders under “My Sales” as desired. To create a new folder, right click on “My Sales” and select “Create New Folder." Beneath “My Sales” a new folder will appear, and it must be named.

Create additional sales folders in which to store edited copies of selected sales from the DataLog without affecting the original sale sheets (usually stored in "My Sales"). This is ideal if editing the land table or the improvements of a sale for a specific appraisal project is necesary. Two commonly used methods of folder management include sorting sales into county folders or sorting by year.

NOTE: It is recommended to create/enter sales in the DataLog, not in ClickFORMS. This eliminates undesirable duplication of effort and reduces the number of potential errors. Transfer sales directly from the DataLog into appraisal reports.

EDITING AND DELETING A FOLDER

Right click on the folder and select “Rename Folder” or go to the “Folders” menu and select “Rename Folder." Type in the corrected name and press the Enter key to save it.

If you wish to delete a folder, either right click on the folder and select “Delete Folder,” or go to the “Folders” menu and select “Delete Folder." Once the folder is deleted, there is no undo option.