Document Builder
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 ...
Questions and Responses
Questions in Document Builder are designed to help Project Owners and Editors obtain administrative information needed to administer their project; and automate the inclusion/exclusion of conditional language in documents. Before questions appear in ...
Inbox
Your platform Inbox is a place to refer to the aggregate of messages directed to you from throughout the platform. The Inbox features in Document Builder are designed to help you stay organized, this article describes the tools available to you, ...
Addendums
An addendum is an addition to a published/shared document. You can use Document Builder to create addendums for projects. This article describes the permissions and workflows to create, export, and complete addendums. Organizations have the ...
Importing and Exporting Documents and Projects
Importing/Converting Word (DOCX) and other Files You can convert uploaded Word files (DOCX) to Document Builder templates or docs for your project(s), as well as import other files as attachments. There are 2 features available depending on the type ...
Variables and References
This article covers Variables and Dynamic References. Variables are tools to ensure consistency and accuracy of key information, such as dates and contacts, across project documents. Variables serve as placeholders in document sections, that ...
Account Roles and Project Roles
Accounts and Account Roles Accounts connect people to the platform. Each person who will be accessing the platform should have 1 account. Account Roles determine a person's access to pages of the platform, as well as permissions to carry out actions. ...
Summary of Changes
The Summary of Changes, or SoC for short, is a functionality within Document Builder that allows admins and project owners / editors the ability to create a snapshot view of all changes that are pending review within their Project. This feature can ...
Accessibility Check: ADA Compliance Checker
The City Innovate Accessibility Check is an ADA compliance checker that scans all of your documents to provide you feedback and remediation suggestions for fixing formatting that violates accessibility standards. By using the Accessibility Check ...
Sections
Sections on the City Innovate platform are subunits of Documents, and are used to organize information in a logical, and easy-to-read way. They are used to help readers find specific information quickly and easily, to group related information ...
Documents
Documents are essential to Projects, containing the detailed plans and guidelines for how your project will be administered to successful outcomes. In this article, we will explore the settings, features, and actions available for you to develop and ...
Projects
A Project on the City Innovate platform offers a wide range of options for managing your document lifecycle, from a simple Document Builder stage to complex multi-stage builds. You will have the option of simply having a Document Builder stage, ...
Tasks
City Innovate helps teams keep track of progress for projects through the use of tasks. Creating and assigning tasks can be help organizations manage the many teams and projects in an efficient and streamlined way. Below we will walk-through the ...
Administrator: How to view platform analytics
At any point, you can view a report on your organization’s activity. Navigate to the Analytics tab to view all your projects broken down by: Buyers Class Type Status You can also use the filtering to search for projects by: Status Buyers Owners ...
Administrator: How to edit your organization
If it hasn’t already been set up, you can edit your organization’s name and profile image from the Organization drop-down menu.
How to invite new users
To invite new users to your organization, under the ‘Organization’ dropdown select ‘Organization Members’. On the Organization Members page, click ‘Invite a New Team Member’. Fill in the new team member’s details (the email field is mandatory to ...
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 ...
Reordering Documents and Sections
Reordering Documents You can reorder documents from the Documents tab. Open your solicitation, and set the status to In Progress or Under Review Open the Documents tab Click a document's name, hold, drag to a new position, then release The numbers in ...
Release Notes
Our platform is updated on a regular basis to add new features and improvements based on learnings and feedback from our users. This support article describes what's new for each product release, with the newest release notes listed at the top. The ...
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 ...