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How To Archive Estimates or Retrieve Archived Estimates with UltraMate

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TitleHow To Archive Estimates or Retrieve Archived Estimates with UltraMate
SummaryArticle provides instructions on how to archive out estimates from Mitchell Estimating or retrieve estimates from an archive back into Mitchell Estimating
ObjectiveTo archive estimate(s) that are not needed for immediate use by the shop to improve performance.
EnvironmentUltraMate
Procedure
To Archive:
  1. If multi-user, exit UltraMate from all workstations.
  2. Open UltraMate.
  3. Click Utilities, Archive.
  4. Click Browse.  Navigate to the folder where the archive will be saved.
  5. Click Set Path.
  6. Click Select.
  7. Choose the estimates that are to be archived. Hold Ctrl and click for multiple estimates.
  8. Click OK.
  9. Click Archive to start the Archiving. Once the archive process begins, do not interrupt until finished.

To Retrieve:
  1. If multi-user, exit UltraMate from all workstations.
  2. Open UltraMate.
  3. Click Utilities, Retrieve Archives.
  4. Click Browse.   Navigate to the folder where the archives were saved.
  5. Click Set Path.
  6. Click Select.
  7. Choose the estimates that are to be retrieved. Hold Ctrl and click for multiple estimates.
  8. Click OK.
  9. Click Retrieve to start retrieving estimates.   Once the process begins, do not interrupt until finished.
Additional NotesIt is recommended to select 50 or less estimates at a time when archiving for optimum performance. (Ultramate may become unresponsive, this is normal.)
URL NameHow-To-Archive-Estimates-or-Retrieve-Archived-Estimates-with-Mitchell-Estimating

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