On this page
Overview
Why Document Shred Is Required
Create a New Shred
Select Documents and Keywords
Review Extracted Requirements
Use Filters and AI Recommendations
Bulk Approve or Reject Requirements
How Document Shred Is Used
Best Practices
Overview
Document Shred is the first and required step in the Proposals V2 workflow. It extracts, categorizes, and validates solicitation requirements from your uploaded documents, creating the compliance foundation for proposal development.
Approved requirements from Document Shred are used to generate your Proposal Outline, Technical Task Areas, and Pink Team Draft.
Navigate to Proposals → Shred to begin.
Why Document Shred Is Required
Document Shred replaces manual compliance matrix creation by automatically identifying proposal requirements from solicitation documents.
It helps teams:
Ensure all requirements are captured
Improve compliance accuracy
Reduce manual compliance review effort
Enable structured and collaborative requirement validation
Provide validated inputs for proposal generation
Document Shred ensures downstream proposal content aligns with solicitation requirements.
Step 1: Create a New Shred
Click Create New Shred.
Select the solicitation documents you want to analyze, such as:
Request for Proposal (RFP)
Performance Work Statement (PWS)
Statement of Work (SOW)
Amendments and attachments
Keywords used to extract requirements are preconfigured and include terms such as:
shall
must
required
will
provide
Click Create Shred to begin processing.
Step 2: Wait for Processing to Complete
The system will analyze the selected documents and extract requirements.
Processing typically takes a few minutes.
Once complete, the Generation Status will show Completed.
Click on a document to review extracted requirements.
Step 3: Review Extracted Requirements
Each extracted requirement includes the following information:
Source Location
Displays where the requirement appears in the original document.
Content
Displays the extracted requirement text.
Category
Identifies requirement type, such as:
Technical
Management
Personnel
Proposal Submission
AI Suggestion
Provides an AI recommendation to Accept or Reject the requirement, including reasoning.
Confidence Level
Indicates how confident the AI is in its recommendation.
Review Status
Shows current review state:
Accepted
Pending
Rejected
Notes
Allows users to add comments or clarification.
Step 4: Use Filters and AI Recommendations
Filters help prioritize and accelerate requirement review.
Available filters include:
Keywords
Categories
AI Confidence
AI Recommendation (Accept or Reject)
Review Status
These filters allow users to quickly review high-confidence requirements and validate compliance efficiently.
Step 5: Bulk Approve or Reject Requirements
You can review requirements individually or in bulk.
To bulk approve requirements:
Filter by AI Recommendation = Accept and Review Status = Pending
Select the requirements
Click Approve
To reject requirements, follow the same process and click Reject.
Bulk actions help teams efficiently validate large solicitations.
How Document Shred Is Used
Approved requirements from Document Shred are used to generate:
Proposal Outline
Technical Task Areas
Compliance alignment
Pink Team Draft
Document Shred provides the structured compliance foundation for proposal development.
Best Practices
Upload complete solicitation documents, including amendments
Review all extracted requirements before generating the outline
Use AI recommendations to accelerate review, but validate manually
Use filters to prioritize review
Complete requirement review before proceeding to Outline and Solution steps