Article Summary
Mark column headers in the project importer to help AutoRFP correctly identify table structure in complex layouts. This ensures response fields and response columns are matched with their closest column heading rather than the first matched row, improving accuracy for tables with multiple header groups.
Estimated Time
A few seconds per table
Prerequisites
Project document containing tables with headers uploaded to AutoRFP
Access to project importer
Understanding of table structure and column purposes
Step-by-Step Instructions
Step 1: Access the Project Importer
From your Dashboard, click Create Project.
Upload your Word, Excel, or PDF file containing tables.
Complete Project Analysis and project details.
You'll be directed to the project importer screen.
Step 2: Mark Column Headers
Click on the first header cell in your document.
Select Column Header from the options menu.
The cell highlights indicating header status.
Repeat for all header cells across different sections or columns of the table.
Step 3: Mark Response Columns
After marking all column headers, proceed to mark response cells.
Click on cells below headers to mark them as Responses.
AutoRFP now matches each response column with its closest column heading.
This ensures accurate labeling when you have multiple sections with different header names.
Step 4: Complete Project Creation
Finish marking all tables and requirements in your document.
Choose source documents.
Set response mode.
Click Create Project.
š Expected Result
Response columns correctly matched with their closest column headers
Accurate labeling for tables with multiple header groups
Proper distinction between different sections of complex tables
š”Tips & Best Practices
Mark all column headers before marking response cells
Work section by section for complex tables
Mark headers even if layout seems simpleāprevents possible issues
āš¼ Common Mistakes to Avoid
Not marking column headers in complex tablesāleads to incorrect label assignment
Marking only the first set of headersāsubsequent sections get missed
Assuming AutoRFP will detect all headers automatically in complex layouts
Need Help?
š¬ Live Chat: Available in-app
š§ Email: [email protected] or contact your Success Manager directly for urgent support.
š Learning Centre: learn.autorfp.ai/en