You can now take the contents from past Proposals and upload them, select the desired questions/responses that you wish to have come into your Knowledge Base and then Import them in.
Step 1) Upload file
Importing an existing Proposal (.docx) into the system begins by Uploading the document.
1) Press Upload Your File and Select your .docx file
2) Allow it to be Uploaded, Parsed and Converted
3) Once at 100% press on Next >
Step 2: Select + Confirm
Note: Tour the page by pressing the Tour button at the top right of the page if you'd like to get a full idea of how to navigate the page.
Selecting Knowledge Base content
Is where you are able to interact with the actual text. No further left or right of the line itself. Interact with it by pressing on a line itself or holding down your left click and dragging.
– Drag to Select Multiple Lines of text
Pro-Tip: You can also utilize "hotkeys" upon selecting by pressing on the 'Q' or 'R' key to toggle between the two options if you are bringing in multiple lines of Question w/o Responses or you are extending the length of the Response text you are bringing in.
Select Multiple Lines
Press and drag your selection down (or up) to select your desired Question/Response. You will see an orange box that will extend as far as the content you wish to bring into your Knowledge Base.
Edit your selections and text
If you need to change content form Question to Response or vice versa. Or you can Undo your selection all together.
Add/Remove Text In-line
Press edit and you can add/remove content inline.
Minimize Action Panel
If you need more space from left to right you can minimize the right action panel.
Validate and Review page
Will follow on the next page. Here you can Review all of the contents that you have selected. Then you can confirm and submit them into your Knowledge Base.