| Field | Description |
|---|
| Save Record Layout as Draft
|
Click
Save Record Layout as Draft to save the proposal in draft mode. This allows you to continue editing the records as a group as you build the proposal. Keep the proposal in draft mode until you need to edit each record individually or the proposal is ready to be finalized.
|
| Merge and Finalize Records
|
Click
Merge and Finalize Records
when you have finished editing the proposal records as a group. This merges the records in the proposal and allows you to edit each record individually. After merging records, the
option is available to export the merged file so you can save it for reuse (printing, emailing, and so on).
|
| Cancel and Revert Changes
|
Click
Cancel and Revert Changes to cancel the proposal edits and return it to the original format.
|
