Overview
Keep your library clean and accurate by updating proposal details or removing old files.
Editable Details
Proposal name
Client name
Submitted date
Status (Pending, Won, Lost)
Steps to Edit
Open the proposal in the library.
Click Edit Details.
Update the fields as needed.
Click Confirm.
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 Edit proposal.
Steps to Delete
Open the proposal in the library.
Click the Delete proposal icon (the trash can icon).
Confirm the deletion in the dialog box.
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.