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All About: Proposals
Note: Your organization must be sending assignment data through our Portfolios Assignment model. You are on this model is you see a Portfolio tab in EverTrue (not My Portfolios),…
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Writing Proposals
If your organization has purchased the Frontline module, you have the ability to write proposals directly in EverTrue! The format for writing proposals in EverTrue is set by your institution's…
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Exporting Proposals
If your organization is using EverTrue's Proposal Form, you have the ability to export proposals written in the EverTrue platform both manually or by using scheduled exports.…