Overview of Organization Settings
In this course, you'll learn about the settings available at the organization level in RFPIO.
All Activities
Filter
Notice: Checking or unchecking a checkbox in this filter set will change the results list immediately.
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Building the Answer Library
The Answer Library is the foundation for your response management process. Learn to add content, import a basic historical document, and the basics of RFPIO’s content management framework.
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Overview of Project Settings
Learn about all the controls and options available at the project level within project settings.
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RFPIO Foundations
Each path is purpose-built to help get you and your team up and running in RFPIO quickly and easily. Learn core concepts of the platform step by step.
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The New Content Library
Learn about RFPIO's New Content Library and the important changes and improvements that are now available!
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Introduction to Response Templates
Welcome to RFPIO's course on Response Templates. Here you will get an overview of Response Templates, how they are used, and how to create a basic template for your organization.
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The New Projects Experience
Learn about RFPIO's New Projects Experience and the important changes and improvements that are now available!
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Microlearning: Answer Library Advanced Search
In this quick video course, learn how to utilize the advanced search tool within the Answer Library.
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Foundations of Content Management
Enroll in this learning path and be guided step by step through the foundations of content management in RFPIO. You will learn how to start building, organizing, and maintaining your content for success.
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Overview of Project Details
In this course, you'll get an in-depth look at project details and learn how to track important information related to your projects.
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Microlearning: Answering Questions
In this quick video course learn the basics of answering questions within an RFPIO project.
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Foundations of Project Management (New UI)
Jump into this learning path to be guided step by step through the main features related to Project Management in the New Projects experience.
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Project Custom Fields
In this course you'll learn all about project custom fields, how they can be created, the different types, and how they can be used to improve your response process.
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Introduction to Importing
Learn the fundamentals of importing RFXs into RFPIO with a focus on configuring and importing projects.
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User Management
Anyone who responds to a prospect, customer, or client in your organization can benefit from RFPIO. Learn how to add new users, manage all users, and take advantage of the out-of-the-box roles.
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Enabling and Managing Intake
Use the intake feature to enable sales and support teams to submit project requests to the RFP team for go/no-go decisions. In this video, learn how to enable, create, customize, and manage intakes.
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Introduction to Section Templates
Section Templates can be vital for an efficient response process. In this course learn about what section templates are, how to create, leverage, and manage them across the platform.
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Foundations of Project Management
Jump into this learning path to be guided step by step through the main features related to Project Management.
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Microlearning: Assigning Author and Reviewer
In this short video course, learn how to assign authors and reviewers within an RFPIO project.
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Introduction to Auto Respond
The more you use Auto Respond, the less you have to complete manually. Learn the steps to setting it up properly, how to run it, best practices for the most effective results, and tips on filtering and review.
