How to remove EMS data linked to a workfile
- Select Advanced Search from the bottom left-hand corner.
- Select All from the Status drop list.
- From the Search Results, locate the file that indicates Updated Estimate in the Updates Column.
- Click on the workfile in order to open the mini-toolbar.
- Click the Estimate drop-down in the mini-toolbar and select Remove Link to Estimate.
- The EMS Estimate will no longer be linked to the workfile.
- Navigate to the workfile which you want to attach EMS files.
- Click on the workfile in order to open the mini-toolbar.
- Click the Estimate drop-down in the mini-toolbar and select Find EMS Estimate and Update.
- Enter the appropriate Search Criteria and click Search.
- Select the correct option from the search results and click Next.
- Verify the information on the Update Estimate Screen and click Finish.
*KA3050