Move an Element to the Sandbox

You can move elements that were inserted onto a proposal into the Sandbox Elements pane to save the elements and reuse them in a different location.

To move one or more elements to the Sandbox:

  1. In the Navigation pane, go to Proposals > Custom Proposals and open the desired proposal.
  2. Locate the element that you want to remove, and hover over it until Cut displays. You can also select and cut several elements together by pressing the CTRL key and clicking them.
  3. Click Cut to cut the element from the proposal. The element displays in the Sandbox Elements section of the Proposal Builder.
  4. Drag the element from the sandbox to the new location on the proposal.
  5. On the Actions bar, click Save.