Responding: Getting Started Onboarding Guide

Whether your team is currently going through formal onboarding or you’re looking for a bit of a refresher, these self-guided training libraries will help you in learning the basics.

Click the hyperlinks below to peruse the associated help article as well as view a short video. 

Getting Started Guide - Administrator Users

This guide is best if you’re the overseer of an account and/or delegating tasks out to subject matter experts (SMEs) to answer Proposal questions.

Getting Started

Knowledge library

Uploading & Working Proposals

Getting Started Guide - General Users 

This guide is a great match for subject matter experts (SMEs). 

Getting Started

Knowledge library

Collaborating On & Working Proposals

Feedback and Knowledge Base