Using Edit Record Layout Mode

When the proposal includes records from the Vantagepoint hubs, the proposal must be in Edit Record Layout mode for you to make updates or edits to the proposal.

Edit Record Layout mode displays when you:

• Create a new proposal and add hub records to it.
• Open an existing proposal that includes hub records.

While working in either of these modes, the Edit Record Layout pane displays on the Settings pane. This pane is active only when the proposal records are in edit mode and provides these options:

• Draft Mode: As you build the proposal and insert elements into one or more records, click Save Record Layout as Draft to save the proposal in draft mode. While in draft mode, you can continue editing the records as a group and maintain a consistent format. Keep the proposal in draft mode until you need to edit each record individually.
• Merge and Finalize Records: When you have finished editing the proposal records as a group, you can click Merge and Finalize Records to merge the records in the proposal. This separates the records from being a group and allows you to edit each record individually. It also enables the Sections and Pages pane on the Proposal Builder, where you can select individual sections and pages of the proposal to edit as needed. After merging records, the Export to PDF 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.
• Manage Records: Click the Manage Records link to open the Manage Records dialog box and add, rearrange, and/or remove records from the proposal.

If you are working in a proposal that does not contain hub records, the Edit Record Layout pane does not display.