Managing your Content
How to import, manage and keep your content up to date
Importing ContentAdding new content to your AutoRFP account.
Using Tags for ContentOrganize Content with Categories and Tags
Import Content by CSV TemplateImporting Content from other Systems in a Bulk Action
How to Choose a Tag Assignment Strategy for Approved ResponsesSelect the right tag assignment method for each category to maintain content organization
How to Use Find and ReplaceUpdate language across multiple documents or your entire content library at once
How to Configure Tags & Categories Rules for the Response EngineOptimize how AutoRFP searches and prioritizes content using tag category settings
How to Import a Webpage into AutoRFPAdd web pages and entire websites to your content library with AI-powered scraping
How to Manage Attachments in AutoRFPCreate a centralized library of standard documents to attach across multiple RFP projects
How to Import Completed Projects in AutoRFPMark requirements and responses in your documents to enable AI-powered answer generation
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