Adding/Deleting Links

Updated by Ashley

Maintaining up-to-date links on your account is not only fast & easy, but also an important part of presenting the best possible proposal to your customers. Watch here or see below for easy to follow directions:

  1. Click on gear icon located in the upper-right corner (round icon to the right of your name).
  2. Select ASSET MANAGEMENT.
  3. Then click on the LINKS located on the left-side.
  4. See all of your links.
  5. To add a new file, click on the blue button for UPLOAD NEW LINKS.
  6. On the next page put a checkmark in the link set box you wish to add the file to (a file can belong to more than one set, but should not be left uncategorized).
  7. Then click ADD FILES and find the files from your computer.
  8. Then click START UPLOAD, and watch them load.
  9. Once they are there, just click on the individual file to put a title in the TITLE bar.
  10. Click Update Asset.
  1. Log into your Proposal Path account.
  2. Click on gear icon located in the upper-right corner. (It's the round icon to the right of your name.)
  3. Select ASSET MANAGEMENT.
  4. Click LINKS on the left side of the screen.
  5. Click on the individual link or photo you'd like to delete.
  6. Click on DELETE THIS ASSET PERMANENTLY.

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