How do I access the Proposal Options menu in the X-DOC mobile app?

Overview
The Proposal Options menu provides quick access to actions you can perform on a proposal, such as moving, sharing, reviewing, downloading, or deleting it.

Steps to Access the Proposal Options Menu

• Open the X-PRO Mobile App and navigate to the X-DOC section.

• The X-DOC Dashboard will open, displaying your proposals and other available document categories.

• Tap the More Options (⋮) icon next to the proposal.

• The Proposal Options menu will open, displaying the available actions for that proposal.

Updated on: 07/24/2026