Getting Started
Configuration
Due to the merging of our two modules - DB and EB - you will find an updated look to the configuration tab. Before diving in, it's important to understand these core principles as it relates to the tool: Every project needs a workflow A workflow ...
User Types and Project Roles
User Types The type of user you are assigned determines the pages and features you have access to in the software. User types are chosen whenever you invite someone to the platform. Each person can be assigned 1 user type. There are 3 user types: ...
Tasks
The tool 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 ...
Inbox
The Inbox is accessible from the blue bar at the top of every page in Document Builder. You can access these communication records from your Inbox: All messages you send Messages when someone mentions you by @name Comments when someone mentions you ...
Help
We take pride in supporting the individuals and organizations that utilize on our platform. Our commitment is to provide assistance and empowerment at every stage of your journey. Please find the available channels for accessing support services, ...
Your Profile
You can login to the software at https://sb.cityinnovate.com. Your user profile is an important part of building projects within the tool. When prompted to create an account within the tool, you will be guided to fill in all of the appropriate ...
Home Interface
To help get you acclimated to the software, we have outlined some standard language and objects you will see often throughout the tool. This article serves as a touch point to help users understand how to navigate the tool. This familiarity will help ...
Analytics
The Analytics page gives you access to your Document Builder data. You can examine your data in different combinations, display the data in different formats, export data, and share insights with people to help inform organizational decisions. ...
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. ...
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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 ...