Delete a Document In Proposals

The following steps walk you through how to delete a document from a proposal.

  1. Log into your account by going to
  2. Click on the “My Clients” link in the main navigation across the top of the screen.
  3. Click on the “View” button for the client you wish to edit a proposal for.
  4. Click on the "View" button for the proposal you wish to delete a document in.
  5. Scroll down the page to the Documents box. Select the light gray trash bin icon to the right of the "View" button next to the document you wish to delete.
  6. Confirm your selection in the prompt box.

Congratulations! You have successfully deleted a document in your proposal. If you have any questions, please contact