Retrieve external resource fields

1. In the proposal settings, go to Integration.
2. If your login type requires credentials, enter them in the appropriate fields to access the selected data server.
   • To change your login type, go to your system settings.
3. Click External Resource Fields. All available resource fields will appear.
4. Select the resource fields that your proposal needs. The values for a selected field will appear in the grid to the right.
5. Click Accept.