Section Features
See examples from previous solicitations
When in section view, you will have the option of pulling in previous language used in past projects. Users with permissions to edit a section can select 'See Examples from Previous Solicitations' to display a list of relevant examples.
These criteria determine if language from solicitations will or will not display:
Will display:
- Project Status is: Published, Addendum, Contracting, Completed, or Archived
- Section is part of the configured template
- The language is customized/changed from the configured template language
Will not display:
- Project Status is: In Progress, Under Review, Addendum
- Section is not part of the configured template (was custom added to a project)
- The language is not customized/changed from the configured template language
These criteria were defined to ensure that no language from pre-released solicitations is inappropriately shared and copied before solicitations are released; and to help ensure that all users are working with default templates that are stored and managed on the Configuration page.
Version History
You have the option of restoring different saved versions of that particular section. When a project is created, each section will have an 'Initial Snapshot' stored. Throughout the editing process, you can save different versions of a section in the event you need specific language restored.
Related Articles
Task Features
Here at Authorium, Document Builder helps teams keep track of progress on solicitations through the use of tasks. Below you will find a new and improved Task list with added features to assist our users in a more streamlined, collaborative, and ...Recommendations
The Recommendations feature enables organizations to apply their latest policies and template language to active projects. Follow these steps to make the most of the Recommendations feature: Administrators' Actions: Navigate to the Configuration ...Comments, Messages and Notifications
The communication features in Document Builder are designed to help you stay organized, knowing that procurement organizations and staff often work on multiple projects at once with many stakeholders. This article describes the tools available to ...Smart Fields: Variables and Dynamic References
Types of Smart Fields There are two types of smart fields: variables and dynamic references. We refer to these fields as "Smart" because they automatically update any place they are inserted, if the source field is updated. To insert a smart field, ...Formatting
Document Builder has an online rich-text editor, which allows users to author and format original content online. The toolbar in the text editor contains all the tools you can use to write and format sections. The different tools are shown and ...