Configuration
Configure Header/Footer Templates
Headers and Footers can help your reader navigate your documents. Headers and footers can contain information such as the project number, release date, name of the purchasing agency, page numbers, and anything else that might be helpful to readers. ...
Task List Templates
Customized task lists can be created/managed from the Configuration section of Document Builder. The Task List Template feature is useful should you require customized tasks for your project, ones different than the out of the box tasks that are auto ...
Forms
Within DB, admins can create form templates as well as evaluation form templates. For workflows that contain forms (e.g. application builder), you can bring the form in at the workflow level so all projects that use that workflow will automatically ...
Workflows
Creating workflows gives admins an opportunity to customize projects for their teams based on their procurement needs. Having a standardized workflow with only a Document Builder project stage allows procurement staff to focus on releasing it to your ...
Creating Section Templates
Template creation is the first step for many administrators managing projects and teams. Template creation is what will allow your teams to create and take ownership of new projects in service of your organization's procurement needs. This article ...
Configuration Page
In Projects, we briefly touched on the different project stages that can be templatized. In this article, we will outline how to create templates for each category under the configuration umbrella. To reiterate: it's important to understand these ...
Creating Question Templates
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 ...
Creating Document Templates
Template creation is the first step for many administrators managing projects and teams. Template creation is what will allow your teams to create and take ownership of new projects in service of your organization's procurement needs. This article ...
Document Category and Type
When adding a new document, you'll select both a document type and a document category. Document Categories can be customized by Administrators to suit specific needs. Document Types are predefined and integral to the platform, providing a ...
Creating Variation Templates
There might be cases where users might want to include a slightly different version of a standard document template depending on the specifics of the solicitation. To accommodate these situations, Document Builder allows admins to create multiple ...
Managing Smart Fields
Smart Fields are placeholders in your document templates, that make it easy to ensure critical administrative information about your project is updated in one place. We have all felt the pain of inserting redundant information like the solicitation ...
Inclusion Criteria
Inclusion criteria are the rules that Document Builder follows when determining which document templates and questionnaire questions to use for a particular type of solicitation. As administrator, it is your responsibility to set inclusion criteria ...
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 ...