Document Shred is the first step in the Proposals V2 workflow. This is Required as these reviewed inputs will be used in subsequent document generation and Pink Team
What it Does
Allows users to upload RFPs, PWSs, and related solicitation documents.
Runs a deterministic keyword analysis to extract requirements (using terms like shall, must, will).
Applies AI assistance to suggest whether requirements should be accepted or rejected, including reasoning and confidence levels.
Provides categorization of requirements (e.g., Technical, Personnel, Proposal Submission).
Supports bulk actions (approve/reject groups of requirements at once).
Tracks progress and compliance (number of requirements reviewed, accepted, rejected).
Why It Matters
Replaces manual compliance matrix creation.
Helps avoid missing requirements by blending deterministic extraction with AI validation.
Allows teams to collaborate asynchronously by reviewing, rejecting, and annotating requirements.
Produces a validated list of compliance requirements that feeds directly into the outline.
Step By Step
Create a Proposal Record
Select 'Create New Shred'
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Select the documents that you want to pull the requirements from and select 'Create Shred'. This process should only take a few minutes.
They will show as 'Completed', and you will be able to review the requirements
You will see this with some key features, below is an explanation
Review Status- Current progress of reviewing all requirements
Filters
Keywords filter- Filter on the provided keywords
Categories- Filter for what categories the Shred or AI found in the process
AI Confidence- Filter by how 'Confident' the AI is in it's recommendation
Review Status- Filter by current Review Status
Requirements
Source Location- Where the requirement or content was found
Content- the actual content from the documents
Categories- What category the requirement falls in
AI Suggests- The suggestion that the AI makes to either Accept or Reject the requirement with reasoning
Confidence- How confident the AI is in it's suggestion
Review Status- Current Review Status
Accept
Pending
Reject
Notes- Leave a note for record keeping/comments
Bulk Approve
Filter by 'Approve' and 'Pending'
Select all Requirements and click 'Approve'. Then do the same for 'Reject'