Collaboration within Document Builder
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 ...
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 ...
Track Changes
Track changes is a feature allows you to track changes made to your solicitation documents. All users can see tracked changes. Admins, Owners, Editors: can accept and reject changes in any document section Guest Contributors: can accept and reject ...
Visual Indicators
When you are editing documents and sections within the tool, there will be several visual indicators to light your way. These indicators will alert you of status, permissions, comments etc. Let's discuss some of those indicators and their meanings. ...
Downloading and Exporting
Downloading Documents To download a document: Open the project Open the document you want to download In the top right corner above the document, click 'Download Draft PDF'. The system will create a PDF and download it to your web browser's default ...
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, ...
Key Staff Forms
Document Builder has a built-in automation for qualification/reference forms, so that you can collect information in a standardized way that will allow you to evaluate the qualifications and references for different job positions needed for what ...
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 ...
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 ...
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 ...
Popular Articles
Welcome to the platform
Throughout this resource, we will refer to Document Builder as "The platform" for a more accurate description. Within the platform, you will have the option of building a range of solicitations and projects based on your department's specific needs. ...
Export to Word (.DOCX)
Documents developed in Document Builder can be exported to Microsoft Word files (.DOCX) by Administrators, Project Owners, and Project Editors. From within a Project, users can export 1 document or all documents to DOCX. See instructions and videos ...
How to publish projects
When you are ready to publish, navigate to the Publication stage of your project and select the Publish substage. Enter dates for submissions to start and end as well as a time zone for submissions. Remember these dates should align with your ...
Webinar: Document Builder, Procurement Staff & Administrators
Document Builder Foundational Webinar This 45-minute webinar provides a high-level walkthrough of the Document Builder platform. The webinar focuses on foundational workflows such as: Navigating the platform Creating a new Document Builder project ...
Working with Sections
Below we will walk you through how to configure your documents/sections to ensure you have the skills needed to release your projects. Let's get started! Please note that edits made to a document within a specific solicitation will not affect the ...