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How To Modify Existing or Add a New Template (Long Expansions)

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TitleHow To Modify Existing or Add a New Template (Long Expansions)
SummaryHow to modify existing or add a new template (Long Expansions)
ObjectiveHow to modify existing or add a new template (Long Expansions)
EnvironmentMitchell Cloud Estimating, Mitchell Connect
Procedure
  1. Sign In to the Mitchell Connect website using an existing Username and Password.
  2. Click Settings.
  3. Click Templates.
To create a new template:
  1. Click +Template.
  2. Enter the desired Template name and click Create.
  3. Click the +Mitchell Reference Line or +Manual Line buttons in the upper right.  The +Mitchell Reference Line allows to add existing reference lines or +Manual to add a manual defined section.
  4. Click Done to save the specific section.   To abort the changes click Cancel.
  5. When finished with the template, click Done in the upper right.
To import a Long Expansion from UltraMate:
  1. Click the Import link to the left of the +Template button.  Follow the onscreen directions.
To modify an existing template:
  1. Locate the desired template from the list and click it.
  2. To modify, locate the section and click it.  This opens the section to allow modifying or click the +Mitchell Reference Line or +Manual Line buttons in the upper right.
  3. Click Done to save the specific section.  To abort the changes click Cancel.
  4. When finished with the template, click Done in the upper right.
To delete an existing template:
  1. Click the vertical ellipsis on the right side under Actions and select Delete Template.
Additional NotesThis information can also be found in the Welcome to Mitchell Connect and Mitchell Estimating online guide.
https://www.mymitchell.com/tchs/helpfiles/RCW/1033/index.htm#cshid=23100.htm or by clicking the Help link in the lower left corner while signed in.
URL NameHow-To-Modify-Existing-or-Add-a-New-Template-Long-Expansions

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