Moving line items and sections in OverSuite is a very simple drag and drop exercise.
Where to find your Line Items and Sections
If you head to Configure > Line Items, here you will find all your line items and the sections they are divided into.
This is the page where adjustments can be made to re-order your line items and sections, if there's a particular way you would like these to be listed in the Create Letter of Engagement page.
Moving Sections
To move a section, the first place you want to go to is the top right hand corner of the section where you will see a 4 pointed arrow, as with the below screenshot:
As you select this, if you hold your mouse cursor down it will present you with a red arrow and grey bar that will show you how to move the section, like the below:
The position you move this to as you hold down the mouse will determine its position, simply release your mouse click to move it there.
Moving line items
To move line items, when you hover over any line item you will be presented with a 4 pointed arrow as your cursor, like the below screenshot:
If you click and hold down your mouse, this will show you a red pointer to determine the position of the line item, and a translucent version of the line item to show you where your cursor is, like the below:
You can move this to any position you need, even between sections, and release the mouse click to place it somewhere else.
If you have any questions, please reach out to us! 😃