How to search for existing proposals in PlanGenPro and see all existing cases and proposals.
Step 1: If you are on the homepage and need to access your existing cases, click "Cases" on top right under the PlanGenPro logo. "CASE" in the left sidebar is also a hyperlink that shows all of your cases as well.
Step 2: The "Search list:" search bar allows you to search for a case by name or you can scroll through your list of cases until you find your desired one as well.
Step 3: This list of cases contains hyperlinks for each case name which you can click on to bring you into that case.
Step 4: Once you are in your case you can locate your existing proposals as well by clicking the "PROPOSALS" hyperlink in the left sidebar. This will show you a list of all your proposals within that case. They are also listed under "PROPOSALS" in the left side bar in categories based on the type of plan it is.
Step 5: Just like in the list of cases, all the proposal names are hyperlinks as well that will take you into that proposal.
Step 6: You can search for a proposal in the list by typing in the search bar.
Step 7: If you want to search through all proposals across all cases there is a "Search all proposals..." button that allows you to do that as well.