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Procurement Staff

(Master) Document Builder Training for Staff - Foundational


Description
This course will teach you the basics of using Document Builder, a powerful tool for creating, managing, and collaborating on documents. Contains all modules
Content
  • Getting Started
  • Getting Started
  • Navigating the Platform
  • Creating Solicitations
  • Introduction to Creating Solicitations
  • Adding a New Solicitation
  • Adding Collaborators
  • Answering Solicitation Questions
  • Creating Solicitations - Activity Set
  • Managing Solicitation Documents
  • Introduction to Managing Solicitation Documents
  • Adding New Documents and Editing Document Settings
  • Adjusting Project Permissions for Guests
  • Editing Section, Examples from Previous, and Version History
  • Adding and Reordering Sections
  • Inserting Variables into Section Body Text
  • Inserting References into Section Body Text
  • Managing Solicitation Documents - Activity Set
  • Collaborating with Team Members
  • Introduction to Collaborating with Teammates
  • Managing Tasks
  • Messaging Teammates
  • Checking Notifications
  • Requesting and Granting Access to Edit Documents/Sections
  • Utilizing Track Changes
  • Updating Statuses
  • Collaborating with Team Members - Activity Set
  • Leveraging Advanced Formatting
  • Introduction to Leveraging Advanced Formatting
  • Adding and Editing Images in Sections & Subsections
  • Editing Tables in Sections & Subsections
  • Managing Headers & Footers
  • Tips and Guidance
  • Leveraging Advanced Formatting - Activity Set
  • ADA Checks and Exporting Documents
  • Running the ADA Compliance Checker
  • Exporting Solicitation Documents
  • Exporting Addendums
  • Exporting Solicitation Documents - Activity Set
  • Accessing Support
  • Accessing Support
  • Accessing Support - Activity Set
  • Exporting Addendums (clone)
Completion rules
  • All units must be completed