Display the Edit Text Dialog Box

Display this dialog box after you add a text box to a proposal.

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

1. Complete one of the following actions:
   • Select General Elements and drag the Text Box to the desired location on the proposal.
   • Select the Record and drag it to the desired location on the proposal. Then drag the Text Box to the desired location inside the record on the proposal. For more information, see Insert a Record into a Proposal.
2. Double-click in the text box to open the Edit Text dialog box.