Add or Remove Records on an Existing Proposal

You can add records to or remove records from an existing proposal that already contains records.

When you open an existing proposal, the Sections and Pages pane displays. Before you can add or remove records, you must change the proposal to edit mode so the Edit Record Layout pane displays.

To add or remove records on an existing proposal:

1. In the Navigation pane, go to the Proposals section and open an existing proposal.
2. Add records or select existing records for the proposal.
3. Select a record and click Edit [ICON] to change the records to draft layout mode.
4. Click the Manage Records link and on the Settings pane under Edit Record Layout:
   • To add records, type part of the record name to find and select it in the list. Continue to add records, one by one, to the proposal. The order in which the records display in this list is the order they will display on the proposal.
   • To remove records, click the X next to a record to remove the record from the proposal.
5. Click Apply to save your changes.