Scenario:
Firstsource's proposal team frequently handles RFP responses that require the inclusion of various attachments, such as compliance documents, certifications, and technical diagrams. Currently, while attachments can be added to individual questions, there is no streamlined way to filter and view only those questions that have attachments on the Answering page. This limitation makes it challenging to efficiently manage and review attached materials during the response process.
Challenge:
- Inability to quickly identify and access questions with attachments, leading to potential oversights.
- Increased time spent manually searching for questions that require attached documents.
- Difficulty in ensuring all necessary attachments are included before submission.
Proposed Solution:
Implement a filter option on the Answering page that allows users to display only those questions that have attachments. This feature should:
- Provide a toggle or checkbox to filter questions with attachments.
- Clearly indicate the presence of attachments next to each question.
- Allow users to quickly access and review attached documents within the platform.
- Ensure compatibility with both embedded and attached files.
Value/Impact:
- Enhances efficiency by enabling quick identification of questions with attachments.
- Reduces the risk of missing or overlooking required documents.
- Streamlines the review process, ensuring all necessary materials are included before submission.
- Improves overall user experience by simplifying the management of attachments.
