A project document allows you to upload any PDF file that you want your vendors to be able to download and view within your proposal. This can include marketing materials, forms, or any other relevant documents. Let's jump into the system and get started.
Open the proposal you are working on.
On the right-hand side of the screen, you will find a tab labelled Project Documents. If you don't see this tab in your template, it may not be included. Please contact our support team to have project documents added to your template.
Click on the "Project Documents" tab to open it.
Select the file you want to upload by clicking the Browse or Upload button.
Locate the PDF file on your device and select it.
After selecting the file, provide a name for the document. This name should clearly identify what the PDF is about (e.g., Marketing Example).
Click the Save button to upload the document.
Once the document is uploaded, you can choose which PDF to display within your proposal.
Click on the Display option next to the uploaded document.
Select the PDF file you just uploaded.
Click the Save button to apply the changes.
After saving the project document, you will see a green tick next to the Project Documents tab, indicating that it has been added successfully. The document will now appear in your proposal.
As part of the data and analytics provided by the Engage platform, you can track the downloads of your project documents. This allows you to understand how extensively your vendors have engaged with your proposal. You can access this information to gain insights into their level of interest and involvement.
Watch our video to learn how to manage project documents.
If there are any issues or concerns, please contact your Engage Support at support@engagedigital.io.