Proposal Development (PD) Summary
How do I see and print the PD Summary in Fibi?
PD Summaries are available for review of information and are also used to assist with
workflow from one office to another.
- Click on the More Actions Icon (ellipsis) in the upper right corner.
- The click on Print Proposal in the dropdown menu.
- Click on the box next to Proposal Summary Form and then click the Print button.
NOTE: If the PD Summary will not open, turn off the Pop-up Blocker for the browser in use.
The PD Summary is a Microsoft Word document and can be saved or printed as any other Microsoft Word document.
- Click on File and choose the desired action from the menu.
- Click on Save, Save As or Print as needed.
Last Revised: 4/24/23
