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Procurement Staff

Document Builder Foundational Pt 2


Description
This is part 2 of the Document Builder training course will teach you the basics of using Document Builder, a powerful tool for creating, managing, and collaborating on documents.

You will use the [LMS1] Primary Administrator Training for Document Builder organization to complete the activity sets in this course: https://sb.cityinnovate.com/account/teams/2680
Content
  • Creating Solicitations
  • Introduction to Creating Projects
  • Adding a New Project
  • Adding Collaborators
  • Answering Project Questions
  • Creating Solicitations - Activity Set
  • Collaborating with Team Members
  • Introduction to Collaborating with Teammates
  • Managing Tasks
  • Messaging Teammates and using the Global Inbox Tab
  • Checking Your Notifications
  • Requesting and Granting Access to Edit Documents/Sections
  • Utilizing Comments & Track Changes
  • Collaborating with Team Members - Activity Set
  • Managing Solicitation Documents
  • Introduction to Managing Solicitation Documents
  • Adding New Documents and Editing Document Settings
  • Adjusting Project Permissions for Guests
  • Editing Sections, Examples from Previous, and Version History
  • Adding and Reordering Sections
  • Inserting Variables into Section Body Text
  • Inserting References into Section Body Text
  • Managing Solicitation Documents - Activity Set
  • Updating Statuses
  • Leveraging Advanced Formatting
  • Introduction to Leveraging Advanced Formatting
  • Adding and Editing Images in Sections & Subsections
  • Editing Tables in Sections & Subsections
  • Managing Headers & Footers
  • Tips and Guidance for Formatting
  • Leveraging Advanced Formatting - Activity Set
Completion rules
  • All units must be completed
Prerequisites
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