Document Builder
Removing Sections
Removing Sections Sometimes you might want to remove a section / subsection from a document. Once you remove a section, it will be permanently removed and you will not be able to access it. Deleting a section will cause all subsections to be deleted ...
Adding Sections
Adding New Sections / Subsections You can add new sections, subsections and sub-subsections to a document in document view. To add a section, navigate to where you would like to input the new section then hover your cursor over the top right side of ...
Creating New Projects
We know two things to be true: Every project needs a workflow A workflow contains at least one stage, which contains substages Creating a New Project Please note this video does not have audio Creating a new project involves: Selecting an ...
Resolving ADA Errors
As an Administrator user, you have the option to run Accessibility (ADA) Checks for documents in any project. Running ADA Checks To run an ADA check for all documents in a project: Go to Solicitation Details page and click 'Run Accessibility Check' ...
Downloading and Exporting your Project
Downloading Documents All users can download documents from Document Builder at any time. 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 ...
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 ...
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 ...