MobileClient | Version 4

Proposals

Learn how to work with proposals.

What Are Proposals?

Sophora's proposal feature facilitates your workflow. Place a document in the appropriate proposal section. Your document can then be reviewed by all editors who have access to the specified proposal section. They can then integrate the document into pages. The proposal feature is flexible. It allows you to pitch stories to your editors-in-chief, map internal workflows and to monitor news feeds and imports.

Proposals can be found on the tab Proposals on the start page. When you add components to other documents, you also have access to proposals.

Display Of Proposal Information On Cards

Each document in the search results is represented by a card. The first row of each card shows system meta information. The other rows of each document card show content from the document. The last row shows information about the proposal, not the document:

  1. Priority 1 (high), 2 (medium) and 3 (low).
  2. Author of the proposal.
  3. Date the proposal was created.
  4. Validity of the proposal.

Opening Documents In Proposal Sections

To find and open a document in a proposal section:

  1. On the Start page, click the tab Proposals.
  2. Browse to one of the proposal sections.
  3. Click on the document you want to open.

Subscribing Proposal Sections

To subscribe a proposal section:

  1. On the Start page, click the tab Proposals.
  2. Click on the gear symbol. A dialog with a list of all proposal sections avalable to you opens.
  3. Activate the proposal sections you want to use.
  4. Click OK.

Unsubscribing Proposal Sections

To unsubscribe a proposal section:

  1. On the Start page, click the tab Proposals.
  2. Click on the gear symbol. A dialog with a list of all proposal sections avalable to you opens.
  3. Deactivate the proposal sections you do not want to use any more.
  4. Click OK.

Favoriting Proposal Sections

Favorites are shortcuts to the proposal sections most important to you. Your favorites show up in a favorites toolbar above the proposal sections.

To favorite a proposal section:

  1. On the Start page, click the tab Proposals.
  2. Browse to one of the proposal sections.
  3. Click the star symbol on the top right.
  4. The proposal section shows up in the favorites toolbar.

Removing Proposal Sections From The Favorites

To renove a proposal section from the favorites:

  1. On the Start page, click the tab Proposals.
  2. In the favorites toolbar click on one of the proposal sections.
  3. Click the star symbol on the top right.
  4. The proposal section vanishes from the favorites toolbar.

Last modified on 11/30/20

The content of this page is licensed under the CC BY 4.0 License. Code samples are licensed under the MIT License.

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