Contents of the Edit Record Layout Pane
Use this pane to define the properties for each record in the proposal.
Field | Description |
---|---|
Adjust | Use these fields to adjust the spacing between records and pages:
|
Save Record Layout as Draft | Click this option 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 this option 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 this option to cancel the proposal edits and return it to the original format. |
Parent Topic: Edit Record Layout Pane