How to show or hide summary for rooms and items?
Introduction
The 'Show or Hide Summary' feature in x.doc allows you to control the visibility of the summary in the 'Rooms & Items' section of your proposal. This feature can be useful when presenting a concise view of the proposal to your clients. Here's how you can use this feature:
Setting Up the Summary View
Navigate to your proposal's 'Rooms & Items' section and select 'Rooms & Items Settings' from the right.
A 'Rooms & Items Settings' dialogue box will open. Under 'Layout Preferences,' select the 'Only Summary' option.
Once you've made your selection, click on the 'Save & Close' button to save your settings.
Preview the Changes
To view the changes, click the 'Actions' button and select the 'Preview' option from the drop-down menu.
In the Preview, go to the 'Rooms & Items' section. Here, you will find the summary view now displayed.
Note: Please note that these changes will only appear in the Preview option and in the final proposal you send to the client.
The 'Show or Hide Summary' feature in x.doc allows you to control the visibility of the summary in the 'Rooms & Items' section of your proposal. This feature can be useful when presenting a concise view of the proposal to your clients. Here's how you can use this feature:
Setting Up the Summary View
Navigate to your proposal's 'Rooms & Items' section and select 'Rooms & Items Settings' from the right.
A 'Rooms & Items Settings' dialogue box will open. Under 'Layout Preferences,' select the 'Only Summary' option.
Once you've made your selection, click on the 'Save & Close' button to save your settings.
Preview the Changes
To view the changes, click the 'Actions' button and select the 'Preview' option from the drop-down menu.
In the Preview, go to the 'Rooms & Items' section. Here, you will find the summary view now displayed.
Note: Please note that these changes will only appear in the Preview option and in the final proposal you send to the client.
Updated on: 11/14/2024
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