Define Document Properties

Use the Documents pane to define the properties for the proposal. These are the default properties that apply to all pages within the proposal and are defaulted from your user preferences. The only properties that do not apply are those where individual page properties were established (for pages requiring different formatting). The document properties are defaulted from your user preferences.

Prerequisite: Create a new proposal or open an existing proposal.

To define document properties:

1. On the Settings pane, select Properties.
2. Click Document Properties.
3. Select the size of the pages. For example, Letter, Legal, and so on. You can enter custom page sizes as well.
4. Select the page orientation.
5. Specify the top, bottom, left, and right margins.

   If your unit of measure is inches, use decimals for fractions of an inch (for example, 0.75 or 1.20).

6. Select to use headers, footers, and alternate pages. These items will repeat on the pages of your proposal.
7. If you selected to use headers and/or footers, the Alternate even/odd pages option is enabled. Select this option to create different even and odd headers or footers in the proposal.
8. Select the unit of measure, inches or millimeters, to use for the measurement fields on Document Properties and Page Properties settings.
9. On the Actions bar, click Save. The properties are applied to the document.