How to add variables from Reporting Zone into your proposals and slides

Log into your P2P dashboard

• Click into Content Library

• Hover over the Uploaded PDF you want to edit, and click the EDIT icon

• To add a new text box, click the “A” icon to add text, and edit the text with the toolbar above that appears (if it doesn’t appear, click refresh on your screen)

  

• Reposition your text by dragging from the white bubble corners around the screen

• Click Variables in tab on the right under the “A” icon

• Search for the variable you want to add, like “ClientCompany Name”

• Stylize and reposition in your presentation

  

• Click Save