AutoRFP.ai enhances your ability to answer RFPs by leveraging your historical responses and product documentation. However, to maintain efficiency, it's crucial that your source materials stay current.

We've designed our system to simplify the process of keeping your source materials accurate. Please note that you'll need Content Manager permissions to edit, review, or take ownership of content. Regular Users can suggest changes or flag content for review.

Wherever content are utilised (in Content Management, the Response Editor, Ask Question), as a Content Manager you can click on them to make updates directly without having to navigate away from what you're working on.

As a user, you can follow the same process to suggest changes. Suggesting changes will have the piece of content enter the review queue, and the content will be updating pending their approval.

When viewing content, you can also flag it. This will remove them from circulation and send them to the relevant users for review. If the content has a designated owner, they will be responsible for the review. If not, the designation is passed on the relevant teams and the tags associated with that response (e.g. Security Responses may be sent to your Security Team).

Notice the small flag icon on the bottom right side of each response. Clicking this will flag it. You can also optionally provide a reason for flagging the content, which can be useful context for the reviewer.

Tags for a piece of content are displayed along the bottom row of the content's card. To update them, press the 'tag' button, which will display a set of multi-selects based on your organisation's categories & tags. From there you can select on the category you'd like to update, and then select the appropriate tags.

Once you are finished editing the content's tags, you can click the 'tick' icon to hide the tag categories.

❗Only Content Managers can take ownership of content

Each piece of content in your library has an owner who is responsible for its upkeep. The owner manages suggested changes, reviews flags, and decides on whether to approval or archive content in review. To be a content owner, you need to be

Assigning yourself (or others) can be done by clicking the user avatars or person icon in the bottom right of a content card. From there you can select a singular owner by clicking on their associated row, or multiple owners by clicking the person icon on the far right.

When the menu closes, the content owners will be updated and you will be able to see their avatars where the 'person' icon used to be.

❗Only Content Managers can archive or unarchive content

Archiving content is a good way to get irrelevant content out of circulation and review queues. To archive content, click the archive icon in the top right corner of the content card.

As a Content Manager you can bring archived content back into circulation by visiting the Archived Tab within the Content Management Page, and clicking the 'unarchive' button in the top right of a content card.

You can delete archived content by clicking the 'delete' button to the left of the 'unarchive' button, and confirming that you understand this cannot be undone.