Modifying Proposal Component Files

End users can modify a component file if Microsoft Word is installed locally on their computers. End users must have the same application that is used to create the component file.

To modify a proposal component file

1. Navigate to the Opportunities screen, then the Opportunities List view.

2. Drill down on the Opportunity Name field for the opportunity record associated with the proposal.

3. Navigate to the Proposals view, and drill down on the Name field of the proposal in the Proposals list.

4. Navigate to the Components list by completing the following steps:

   1. In the Proposal Table of Contents explorer, click the arrow icon next to the proposal name folder.

   2. Click the arrow icon next to the Sections folder under the proposal name folder.

   3. Click the arrow icon next to the section name folder under the Sections folder.

   4. Click the arrow icon next to the Components folder under the section name folder.

5. In the Components list, select the component, and drill down on the File Name field.

6. To edit the file, complete the following steps:

   1. Save the file to your local hard drive.

   2. Edit the saved file.

   3. In the Components list, delete the value in the File Name field.

   4. Click the select button in the File Name field, and attach the modified file.

      The old file is replaced with the modified file.