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:
  • Space Between Records: Specify the amount of space to insert between each record. Use the up and down arrows to modify the spacing by .1 inch, or enter a value up to 2. The default is .5 inches.
  • Page Break for Each Record: Select this option to insert a page break between each record.
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 Other Actions > Export 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.