1. Locate the Project for which you'd like to work on a Proposal. Scroll down to the Proposals module. Locate the proposal you'd like to edit, and click view.
2
2. Click on Unlock
3
3. Click on Create Copy
4
4. Make any desired edits.
5
5. Click on Resend to Client
6
6. Click on Resend to Client…
7
7. Type "Enter New Email Address"
8
8. Click on Send to Client
Well done!
Create how-to guides like this in a snap. Get Tango now.
Press space bar to start a drag.
When dragging you can use the arrow keys to move the item around and escape to cancel.
Some screen readers may require you to be in focus mode or to use your pass through key