The report editor: pages, toolbar, preview and settings

Before you record

• A draft proposal with the seven standard pages.
• Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.

Shot list

Narration, in order

1. 0. Intro: The report editor: pages, toolbar, preview and settings

   0:00 · 20s

   Title card, then the first screen of the lesson.

   Let us learn the editor itself: pages, toolbar, preview and settings. Everything else in this module happens inside it.

2. 1. Read the toolbar

   0:20 · 39s

   Open a proposal. Read the toolbar: "Editing: <page title>", "Save as layout", "Report Settings", "Review and Share", "Preview", "Delete Page". On mobile they sit in a ⋮ menu.

   The toolbar: what page you are on, settings, preview, share. Click the title to rename the page.

   Show before cutting: Clicking the page title lets you rename it; Enter saves.

3. 2. Reorder and hide pages

   0:59 · 39s

   In Pages, drag a page by its handle to a new position. Flip the switch on the Warranty page off.

   Drag to reorder. The switch hides a page from the homeowner without deleting it, handy for a warranty page that does not apply.

   Show before cutting: Order changes immediately; a page with its switch off stays in the editor but is left out of the agreement the homeowner sees.

4. 3. Add a page

   1:38 · 39s

   Click "New Page". Enter a Title and pick a Type: "Text / Document", "PDF Upload" or "Shared PDF". Click "Create Page".

   New Page adds a free text page, a one-off PDF upload, or one of your shared PDFs such as a brochure.

   Show before cutting: The page appears at the end of the list and opens.

5. 4. Delete a page

   2:17 · 39s

   Select a page and click "Delete Page". Confirm in the "Delete Page" dialog.

   Delete Page removes it for good, so prefer the switch when in doubt.

   Show before cutting: The page is removed; this cannot be undone.

6. 5. Preview a page

   2:56 · 39s

   Click "Preview".

   Preview renders the current page exactly as it will print.

   Show before cutting: The "Document Page Preview" shows the current page as PDF.

7. 6. Report Settings

   3:35 · 39s

   Click "Report Settings". Under "Pricing" choose "Default price list" or an additional list.

   Report Settings has one job: which price list this proposal uses.

   Show before cutting: Quote suggestions and prices follow the chosen list.

8. 7. Save as layout

   4:14 · 39s

   Click "Save as layout", give it a "Layout name", tick "Shared" to let the team use it, and click "Save layout".

   Built something you want to reuse? Save as layout and it becomes a starting point for every future proposal.

   Show before cutting: The layout appears in Settings → Layouts.

9. 8. Recap & next lesson

   4:53 · 15s

   Hold on the finished result, then the end card.

   Editor mastered. Next: the cover and text pages.