CIPAceTM HelpManage Proposal Documents |
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Navigate Here: Planning > Proposals > Browse Proposals > Click a staff proposal > Click the Documents tab
The Documents tab page displays which documents are associated with a proposal.
You can add an external document to the current proposal by clicking
You can delete multiple documents in batch by clicking the Batch Delete icon You can download documents in batch into the local path by clicking the Batch Download icon
You can redline the document by clicking the Markup icon
You can create document(s) to the current proposal via copying from existing document(s) by clicking the Batch Copy Documents In icon
- You can find the documents you want by specifying the search conditions and pressing the Search button. - Select the documents to be copied and click the Save button. New documents will be created for the current proposal and the system will go back to the Documents tab page of the Proposal Management page. Key Words, Description of the source documents will be copied to the new documents as well. You can batch copy documents of the current proposal to another business entity record (as new documents) by selecting the specific documents and then clicking the Batch Copy Documents Out icon
You can create linked documents from existing documents in CIPAce to the current proposal by clicking the Create Linked Document(s) In icon
You can create linked documents to another entity record by clicking the Create Linked Document(s) Out
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