The Platform: By Roles | Organization Settings

Organization Settings
Managing Permissions for Project Stages
Team Administrators have the permissions to fully manage their teams when using Document Builder which include the various project stages. Solicitation Roles The first step is inviting the person to your organization as explained above. A user will ...
Organization Dashboard
As mentioned in Administrator Permissions, admins have the necessary permissions to manage the user settings and permissions for their teams. Let's get into the many ways you can do this. Organization Page The Organization Page displays a list of all ...
Administrator Permissions
Welcome Admins! Saying Administrator takes a lot of time so you'll see the term 'Admin' used in place of it often within the help center. In this article we will go over the ins and outs of your role and permissions as it pertains to your ...

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 ...

The Platform: By Roles | Organization Settings | Knowledge Base