Move an Element to the Clipboard

You can move elements from a proposal to the Clipboard Elements pane and then reuse them in a different location in the proposal.

Prerequisite: In the Navigation pane, select Proposals > Custom Proposals and then create a new proposal or open an existing proposal.

To move one or more elements to the Clipboard:

  1. In the Proposal Builder, locate the element that you want to remove and hover over it until Cut displays.
    Alternatively, select and cut several elements at the same time by pressing the CTRL key and clicking the elements.
  2. Click Cut to move the element to the Clipboard Elements section.
  3. Drag the element from the clipboard to the new location in the proposal.
  4. On the Actions bar, click Save.