Outside Sales PLT : How to edit submittal cover page title?


  1. Login to COMPAS Go
  2. Open the quote
  3. From Actions menu, select "Submittal Package" option


     
  4. In The Submittal page click on "Customize" in the upper left- side of the page.


     
  5. Expand the Submittal Cover Sheet Tab by clicking on the arrow present on the left side.


     
  6. Click on the Edit button present under the Action Column.


     
  7. After Clicking the Edit Button you will see Submittal Edit Pop up. You can change the Quote name and Submittal Title here. After the changes are done click on Save.


     
  8. Click on View in the Action column under the Submittal Cover Sheet tab to see the updated Cover Sheet.


     
  9. You can also Edit Cover Page title from Audit view. In the Submittal page click on "Customize" in the upper left- side of the page


     
  10. Click on the button next to Switch View in the Customize view.


     
  11. Click on Edit Cover Sheet button. 


     
  12. On Clicking Edit Cover Sheet button you will see Submittal Edit Pop up. You can change the Quote name and Submittal Title here. After the changes are done click on Save.


     



Article ID: 4259
Last updated: 04 Aug, 2020
Revision: 1
Learning_Track -> Outside Sales PLT : How to edit submittal cover page title?
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