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How do you access help?
I've been trying to find instructions on how to edit/change collections setting but I cannot find any information. The Help button in the app is a dead end and finding anything on this community page is a HUGE time suck. The Search feature is a joke! Where do I go to look up this basic information?
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Proposal Manager as Author vs. Reviewer
When managing approximately 50 RFPs per year, do most Proposal Managers find themselves acting as an author to RFP requirements or more as a reviewer? Meaning, when an RFP comes in, are you spending the time to craft concise, sales-positive responses, or due to other RFP projects in the queue and time constraints, are you…
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Best practise organisational structure for Questionnaires
Hi! We have for the past 4 years managed all the RFPs/RFIs, Security Questionnaires and Due Diligence questionnaires within my team. It is everything from very standardised, easy questionnaires to very complex public bids. During 2025 we saw around 620 projects in total and I estimate around 10% of those were public…
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Content not showing in Library
I completed a project and added 72 Q&A pairs to the library. However, the content is not showing up and the project is not showing in the Project Filter. The project shows under completed projects. I'm stumped.
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"Save in Library" toggle on Q&A pairs in projects
If we update a Q&A pair in a project, and we have the “Save in library” toggle on, shouldn’t that automatically update the Q&A pair in the content library? For this to occur, do we need to first complete the project (so that all Q&A pairs are saved under the content library) and then re-open the project? End goal: edit a…
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Saving responses with attached documents to Content/Document libraries
If you toggle save answer to library, does a document, which is attached inside the response cell, only save to the Project Library? If the answer is saving to the larger Content Library, why doesn't an attached doc in the response save directly to the broader Document Library (not just the project docs?)
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Can you link an Intake to an existing Project?
Or will accepting an intake create a new project everytime? We have a large amount of "pending" intakes but they should have been accepted ages ago and are now not contributing to data as well as being visually messy. Open to alternatives (merging the newly created project with the existing one?)
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Questions automatically setting to Answered
Hello all, Does anyone know if there is a way to change the settings so that a question field does not automatically set itself to answered with every change that is made? I am sure many of us like to work piecemeal as we get info/ideas and having it automatically set to answered each time I enter something can throw me…
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How do you find duplicated documents?
Does anyone have a method for checking for duplicated documents? Deduplication tool only works for Q&A pairs, so we're struggling with keeping up with different document versions.
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Export Templates and Sequential numbering in headers
Hi Responsive community! I'd love to know how others are handling template export formatting. Specifically with numbered headers. We're working with Responsive and have been for months now over our template/exports. It's been frustrating. We're having issues with numbering. Our sections are numbered headings tied to our…