Managing your Content
How to import, manage and keep your content up to date
How to Import Completed Projects in AutoRFPMark requirements and responses in your documents to enable AI-powered answer generation
How to Import a Webpage into AutoRFPAdd web pages and entire websites to your content library with AI-powered scraping
How to Import Content by CSV TemplateBulk import content from other systems using a CSV template
How to Use Tags for Content OrganizationOrganize content with categories and tags for precise control
How to Choose a Tag Assignment Strategy for Approved ResponsesSelect the right tag assignment method for each category to maintain content organization
How to Configure Tags & Categories Rules for the Response EngineOptimize how AutoRFP searches and prioritizes content using tag category settings
How to Review Content Snippets in AutoRFPApprove, edit, or archive content in the review queue to maintain library accuracy
How to Update Your Content in AutoRFPEdit, flag, archive, and maintain your content library to ensure accurate AI responses
How to Use Find and ReplaceUpdate language across multiple documents or your entire content library at once
How to Manage Attachments in AutoRFPCreate a centralized library of standard documents to attach across multiple RFP projects
How to Add Footnotes to ResponsesAdd professional citations and supplementary information to your RFP responses
How to Use Placeholders in AutoRFPCreate reusable content with dynamic placeholders for customer information