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How Move or Remove Panels in DirectDesign

To use this feature, you must have access to DirectDesign.

In addition removing panels, this article covers moving the position of placed panels. Click HERE to jump to that section. 

To learn more about adding panels to a design, visit this article HERE.


Removing Panels

  1. In the proposal, scroll down and tap the "Edit" button.
    DesignPage_EditButton-1
  2. In the top right, toggle on "DirectDesign".

    DesignPage_ToggleDirectDesign-ezgif.com-video-to-gif-converter

  3. Select the array you want to add or remove a panel from, either by clicking "Edit" on the array in the side menu or clicking on the array in the design.
    DirectDesign_SelectArray_two_opt

     

  4. On the right side of the page, tap the panel with a "minus" sign.


    DirectDesign_RemovePanelsButton
  5. Click and drag your cursor over all the panels you want to remove.

    547-Nov-15-2024-09-44-08-8917-PM-1
  6. Press save at the top right., then click 'Save and Exit' once all other DirectDesign changes are completed. 




To move panels in an array

  1. Once in DirectDesign, select the panel(s) that you would like to move. Selected panels will be outlined in yellow. 
    1. To select multiple, you can click and drag to highlight the panels. If you're on a desktop, holding shift while clicking each panel also works.
      Screenshot 2025-05-09 at 3.30.01 PM
  2. To move the selected panel(s) incrementally, use the arrows in the bottom corner.

    DirectDesign_MoveArray-ezgif.com-video-to-gif-converter
  3. To move the panel(s) freely, click and drag them to the desired location. 

    DirectDesign_FreeMoveArray-ezgif.com-video-to-gif-converter
  4. Press Save in the top right. 


How to Add and Remove Panels

The SalesRep+ feature mentioned in this video refers to the "Sr Rep - DirectDesign" additional user role.