Display the Edit Text Dialog Box

Display this dialog box after you add a text box to a proposal.

To display the Edit Text dialog box:

  1. In the Navigation pane, go to the Proposals section and open the desired proposal.
  2. Complete one of the following:
    • Select General Elements and drag the Text Box to the desired location on the proposal.
    • Select the Record and drag it to the desired location on the proposal. Then drag the Text Box to the desired location inside the record on the proposal. See the Insert a Record into a Proposal help topic for additional information.

    The text box automatically opens.

  3. Double-click in the text box to open the Edit Text dialog box.