Retrieve Worksheets to Approve/Copy/Delete

From the Approve/Copy/Delete tab, you can retrieve a list of worksheets:

  1. If you need to retrieve worksheets for another company/office or user, you can change those entries in the row above the column headers.

  2. To retrieve proposed worksheets click the <Retrieve Proposed Buys> button.

  3. To retrieve active worksheets:

Or

Then

  1. Once the worksheet list displays, click any column heading to sort the display in ascending order by that column, or <Shift+Click> to sort in descending order.

  2. To limit the display, key codes in text boxes above one or more columns or key a Campaign ID then click <Apply Filter>.

  3. You can now for Approve Buys, Copy a Worksheet or Delete Buys.

Notes:

The Approved column displays Y if any spots have already been made active on any worksheet for the displayed company/office media/client/product/estimate.