How to Add and Remove Panels
To use this feature, you must have access to DirectDesign.
- In the proposal, scroll down and tap the "Edit" button.
- In the top right, toggle on "DirectDesign".
- 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.
To remove a panel:
- On the right side of the page, tap the panel with a "minus" sign.
- Click and drag your cursor over all the panels you want to remove.
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Press save at the top right.
To add a panel:
- On the right side of the page, tap the panel with a "plus" sign.
- Click the spaces you want to add panels to.
- To change the orientation of the panel you're placing, use the selection on the right, or click "O" on your keyboard.
- To change the orientation of the panel you're placing, use the selection on the right, or click "O" on your keyboard.
- Press save at the top right.
To move panels in an array
- Select the panel(s) that you would like to move. Selected panels will be outlined in yellow.
- 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.
- 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.
- To move the selected panel(s) incrementally, use the arrows in the bottom corner.
- To move the panel(s) freely, click and drag them to the desired location.
- 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.