Revise Proposal Setup

1. At Home Base, click Utilities.
2. On the Utility Manager screen, open the General folder in the treeview.
3. Open the Document Maintenance folder and select Document Setup.
4. Click the arrow to continue.
5. On the Customer Formletters screen, select Proposal as the document type.
6. In the Options frame, select Setups.
7. Select the appropriate setup and click Revise.
8. The Proposal Setup screen displays. For more information on the fields available, see Create a Proposal Setup.
9. When you are finished revising, click OK.