Add documents and attachments to a proposal

Proposal documents have two different purposes. Design Doc is for one PDF shown with a large preview. Attachments is for one or more named files that the recipient can download. Both are client-facing proposal sections and are separate from ordinary files kept under the event's Details > Files.

Use proposal sections to add and arrange either section. For the separate event file record, see manage event files. Use proposal design for shared section styling.

Add a Design Doc

1. Open the event and select Proposal.

2. Open an existing section's settings, or select Add Section Above where the document should appear.

3. Under Documents, select Design Doc, then select Add.

4. In the empty section, select the PDF upload area or drag a PDF onto it. The uploader also provides Browse.

The section keeps one PDF and displays its first page as a large preview. In the editor, select the preview or View Design Document to open the document. To replace it, remove the current document and upload the new PDF.

This example shows the beginning of a design PDF inside the proposal. The document remains separate from the proposal's other images and text sections.

Select Preview Proposal. The client-facing preview should show the PDF preview and View Design Document control without the editor's remove control. Selecting View Design Document opens the document for viewing.

Add Attachments

1. From the Proposal tab, select Add Section Above where the files should appear.

2. Under Documents, select Attachments, then select Add.

3. In the empty section, select Browse or drag a document onto the upload area. Repeat the upload when the section should contain more than one file.

4. Select a displayed file name to edit it. Enter the client-facing label in Name, then press Enter or click outside the field to save it.

The attachment label is separate from the file's contents. Use a name that tells the recipient what the download contains. In Section Style, use Item Alignment to choose Left, Center, or Right for the attachment tiles.

In this example, the uploaded PDF is labeled Design overview under Documents to download. Unlike Design Doc, an attachment appears as a small named file rather than a large page preview.

Select Preview Proposal. Each attachment should appear with its saved name. A recipient can select an attachment tile to download that file. The section does not expose ordinary event attachments that were uploaded under Details > Files, and adding a proposal attachment does not add a file to that internal event section.