Managing Your Sections
When adding sections to your proposal, content can often get cluttered in the default folder. Proposify offers a wide range of options to allow you to sort and filter your section library, so you can avoid clutter and make everything easy to find.
To add a folder to your section library, click on the "add folder" button:
Once a folder has been added, it will appear at the top of the folder list. From here, you can name your folder to whatever you need. Once named, your folders will be sorted in alphabetical order.
By default, your folders will start collapsed. You can expand your folders by clicking on the folder name:
You can collapse the folder by clicking on the folder's name as well.
Moving Sections To Folders
You can move a section within your folder by click/dragging it to your chosen folder:
Once your section is added to a folder, it will be sorted by most recently used.
To delete a folder (aside from the default folder), hover over the its name. A trash bin icon will appear to the right of the folder:
Click on that trash bin. A pop-up will appear asking you to confirm that you want to delete this folder. If you're positive that you would like that folder gone, click the red "yes, delete" button and it will be gone for good.
Once deleted, all sections within the folder will be moved to the default folder.
On top of folders, you can also tag sections to filter out your content and narrow down your searches.
Tagging Your Sections
You can add a tag to your section by hovering over it and clicking the "edit section" button that appears in the middle of it:
Once you're in the section editor, you can add a tag from the menu located on the right hand side:
Click the "add a tag" link and enter the name of the tag you would like to add. Existing tags will automatically appear as a suggestion while typing the field.
If you're creating a tag, type it in and press enter. From there, the completed tags will appear above the "click to add a tag" link.
Filtering by tag
You can filter your content by tag by clicking the "filter by tag" dropdown next to the search bar at the top of the section library:
Once you click on a tag filter, only sections with that tag will appear.
You can also search for all proposals with a specific tag by using the search bar:
Deleting a tag
To remove a tag from your proposal, click the "x" button that appears to the right of the tag:
If no more sections include this tag, it will automatically be removed from your filter list.
Looking to learn more about tagging? Click here.