AutoRFP is designed to simplify the process of keeping your source materials accurate. The response engine will leverage recent and approved answers from ongoing projects in addition to the content you have uploaded to generate high quality and accurate first draft responses.

Please note that you'll need Content Manager or Admin permissions to edit, review, or take ownership of content. Regular Users can suggest changes or flag content for review.

Any time you are presented with a snippet of content from your library (in Content Management, the Response Editor, Ask a Question), as a Content Manager/Admin you can make updates directly within that view. Simply click on the text of the content and make your desired changes (be sure to click update to save changes).

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

When viewing content, you can also flag it. This will remove a snippet from circulation and send it 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 organization'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(s) who is responsible for its "upkeep". The owner manages suggested changes, reviews flags, and decides on whether to approval or archive content in review.

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. This will NOT permanently delete the content, only remove it from circulation and put it in the "archived" section of your content management section.

As a Content Manager you can bring archived content back into circulation by visiting the "Archived" tab within the Content Management Page.

Click the 'unarchive' button in the top right of a content card.

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

You can also permanently delete an entire file from the dashboard view. Click the three button dropdown beside the file name and then "Delete".