| Field | Description |
|---|
| Page
|
This column lists the pages of the proposal and the respective records on each page.
|
| Record Type
|
This column lists the hubs for the draft records that are included in the proposal.
|
| Finalize
|
Click this link to finalize the specified proposal records before exporting. When complete, the link changes to
Done and is no longer active.
|
| Finalize All
|
Click this link to automatically finalize all records in the proposal before exporting.
|
| Continue to Export
|
Click to export the proposal and open it in the browser. Your browser settings determine how the file is opened. For example, if the file is exported as a PDF, it will open in a browser tab or in Adobe Acrobat depending on your browser settings.
|
| Cancel
|
Click to close the dialog without completing the record export. If you had finalized any records, that action is not undone when you cancel the export.
|
