Project Edit


Instructions:

On the “Project Edit” screen, you have access to all the editing options you used to create your project. This free-form editor allows you to update specific elements as needed.

  1. Edit Options:
    • Use the buttons on the left and right side panels to access “Edit Template” and “Edit Sections” options.
    • Use the page numbers below your PDF to edit any optional pages you’ve included (Opening Letter, Additional Information, or Address Page).
  2. Project Controls:
    • Project Name: Update your Project Name.
    • Save & Quit: Save your progress and return to your Projects page.
    • Update Data: Upload a new Data File.
    • Export: Click the “Export” button to go to the “Prepare PDFs” panel options.




Related Posts


Still need help?

Please return to TRS Express and submit detailed feedback using the orange "Feedback" button found on the center right hand side of the screen.

Image

Note the button to select a specific element of the app page for which feedback is being provided. Including this in a detailed feedback submission will help us address the issue sooner. Please include your email address so we can verify you as a client and escalate any immediate issues.


Image