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Keep your library clean and accurate by updating proposal details or removing old files.

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You can also do this from the Proposal Library page (where it shows all of your proposals in <a href="http://shred.ai" rel="nofollow noopener noreferrer" target="_blank">Shred.ai</a>) by clicking on the 3-dot vertical menu and selecting Edit proposal.

1. Open the proposal in the library.
2. Click Edit Details.
3. Update the fields as needed.
4. Click Confirm.
5. You can also do this from the Proposal Library page (where it shows all of your proposals in <a href="http://shred.ai" rel="nofollow noopener noreferrer" target="_blank">Shred.ai</a>) by clicking on the 3-dot vertical menu and selecting Edit proposal.

Click the Delete proposal icon (the trash can icon).

- Proposals are soft-deleted (removed from search and AI chat, but recoverable by support).

You can also do this from the Proposal Library page (where it shows all of your proposals in Shred.ai) by clicking on the 3-dot vertical menu and selecting Delete Proposal.

1. Open the proposal in the library.
2. Click the Delete proposal icon (the trash can icon). 
3. Confirm the deletion in the dialog box.
 - Proposals are soft-deleted (removed from search and AI chat, but recoverable by support).
4. You can also do this from the Proposal Library page (where it shows all of your proposals in Shred.ai) by clicking on the 3-dot vertical menu and selecting Delete Proposal.

Editing or Deleting a Proposal

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Editing or Deleting a Proposal

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