Save or Cancel Edits

EstateExec stores your data in the cloud (in encrypted format). Whenever you make a change to an estate, the "Save All" and "Cancel All" buttons in the top right will "light up" and become active, indicating that you have unsaved work.

Illustration of Save/Cancel buttons in different states

To Save Changes

Changes are not saved until you explicitly click the "Save All" button. After you click "Save All", you will see a popup telling you that your data has been successfully saved.

Autosave: By default, EstateExec will also periodically ask you if you want to save your unsaved changes. You can change this setting via the Estate | Autosave menu to skip asking, and either never automatically save, or just silently save in the background. Unless there is a problem, changes saved via autosave will not interrupt to tell you that your save was successful.

You can always manually save via the "Save All" button regardless of your autosave setting. You can tell that you have unsaved changes if the "Save All" button is lit up and active. If the "Save All" button is inactive, that means you have no unsaved changes.

To Cancel Changes

You can cancel any changes that have not yet been saved by pressing the "Cancel All" button in the top right, or by closing the browser window.

To protect you from accidentally forgetting to save your changes, if you try to close the browser window or navigate to a new page, EstateExec will warn you that you have unsaved changes, and ask you to confirm that you really want to abandon them.

Advanced

Sometimes you may wish to temporarily turn off autosaving, perhaps because you are unsure of how to record certain things and wish to experiment, or perhaps because you wish to explore different distribution strategies.

Whatever the reason, you can use the Estate | Autosave menu to select "Never autosave", make any changes you want to try out, either Cancel or Save them, then turn back on autosave.

See also Keyboard Shortcuts.

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