The Platform: By Roles | User Type Overview

User Type Overview
User Guide: Document Builder, Guest Contributors
This article is a guide for users who have the project role of Guest Contributors. This User guide is intended to help Guest Contributors get up to speed on the key workflows of the Document Builder platform including: Navigating the Platform Writing ...
Project Stages for Users
Solicitation Roles Once you have created your account within the tool, you can access your main dashboard. You will not see a project on your dashboard until you are invited to a project. A user may have different roles for different projects. Let's ...
Guest Viewers
Welcome Guest Viewers! In this article we will go over the ins and outs of your role and permissions as it pertains to your organization and projects. The selected admins and procurement staff from your teams will be tasked with inviting you to the ...
Guest Contributors
Welcome Guest Contributors! In this article we will go over the ins and outs of your role and permissions as it pertains to your organization and projects. The selected admins and procurement staff from your teams will be tasked with inviting you to ...
Reviewers
Congratulations! You’ve been invited to participate in a project as a Reviewer. The expertise you hold within a specific subject matter (managerial, legal, finance, etc.) can be used to provide the input and clarity needed to complete a project. ...

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 | User Type Overview | Knowledge Base