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Working with Sections

Overview

Sections can be used as boilerplate pieces of content that you can add to projects. This includes information that can help to build proposals, add to RFxs, and export into Response templates.

You can import sections into an active project to quickly assemble content.

You want a quick and easy way to reuse content for executive summaries, general project information, FAQs, and commonly used section titles and descriptions.

Select the applicable tab for your edition of Responsive.

  • Creating Sections

    1. Go to the Content Library, then click New Content and select Section
    2. The Add Section pop-up appears. Do the following on the Add Section screen:
      • Enter a name in the Section Name field.
      • Enter any tags, collections, and owners in their respective fields.
      • Create sub-sections, if necessary, by assigning a parent section from the Assign Parent Section drop-down menu.
      • Select section group from the drop-down menu.
      • Add a Description or Help Text.
      • Enter custom field details, if applicable.
      • Add metadata, privacy, usage, and review details from the left pane. 
    3. Click Save.

    Adding Content to Sections

    1. Click the section name to view it in a new window. 
    2. Click the three-dot menu and select Add Description to add a description to the section. The Add Description pop-up appears.
    3. Enter the description and click Save.
    4. Click the three-dot menu and select Add Questions to add questions to the section. The Add Question pop-up appears. 
    5. Type your questions in the Question field. You can add multiple questions by entering text on separate lines.
    6. Select a Parent Question if necessary.
    7. Enter the answer header in the Answer Header field and select an answer type from the Answer Type drop-down list.
    8. Check the Required checkbox if necessary.
    9. Click Add. The question(s) will appear within the section. Click each question to provide an answer, or use the Recommendation Engine to complete responses.

    Importing Section Templates into a Project

    You can import section templates into active projects to quickly assemble RFx content.

      1. Go to Projects, then click on a project and select Sections from the left navigation pane.
      2. Click New Section > Section Template.
      3. Select the section(s) to add by checking the associated box(es), then click Next.
      4. Set the Section Owner as the Author and/or Reviewer, and select a Parent Section as needed.
      5. Click Import. Once sections are imported, they are added to the bottom of the list by default, but can be re-ordered as needed.

    Using the Section Card

    You can perform various functions from a section card:

    1. Manage section groups, import updates, export sections, export used history, view obsolete content, view insights, and customize the metadata to be displayed in the content card.
    2. Bulk operation can be performed from here. Click More for more bulk options.
    3. Check the box to select all content.
    4. Sort content.
    5. Section details such as metadata, subsections, section name, last updated by, and when updated are displayed here on the content card.
      • Click Read More to expand and view the content.
      • Click on the section name to open the section in section view.
    6. You can perform the following from the More Options menu:
      • View Properties
      • Manage Subsections
      • Share section with users/guests
      • View activities
      • Schedule on demand review
      • Archive section
      • Delete section
  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Creating Sections

    1. Go to the Content Library, then click New Content and select Section
    2. The Add Section pop-up appears. Do the following on the Add Section screen:
      • Enter a name in the Section Name field.
      • Enter any tags, collections, and owners in their respective fields.
      • Create sub-sections, if necessary, by assigning a parent section from the Assign Parent Section drop-down menu.
      • Select section group from the drop-down menu.
      • Add a Description or Help Text.
      • Enter custom field details, if applicable.
      • Add metadata, privacy, usage, and review details from the left pane. 
    3. Click Save.

    Adding Content to Sections

    1. Click the section name to view it in a new window. 
    2. Click the three-dot menu and select Add Description to add a description to the section. The Add Description pop-up appears.
    3. Enter the description and click Save.
    4. Click the three-dot menu and select Add Questions to add questions to the section. The Add Question pop-up appears. 
    5. Type your questions in the Question field. You can add multiple questions by entering text on separate lines.
    6. Select a Parent Question if necessary.
    7. Enter the answer header in the Answer Header field and select an answer type from the Answer Type drop-down list.
    8. Check the Required checkbox if necessary.
    9. Click Add. The question(s) will appear within the section. Click each question to provide an answer, or use the Recommendation Engine to complete responses.

    Importing Section Templates into a Project

    You can import section templates into active projects to quickly assemble RFx content.

      1. Go to Projects, then click on a project and select Sections from the left navigation pane.
      2. Click New Section > Section Template.
      3. Select the section(s) to add by checking the associated box(es), then click Next.
      4. Set the Section Owner as the Author and/or Reviewer, and select a Parent Section as needed.
      5. Click Import. Once sections are imported, they are added to the bottom of the list by default, but can be re-ordered as needed.

    Using the Section Card

    You can perform various functions from a section card:

    1. Manage section groups, import updates, export sections, export used history, view obsolete content, view insights, and customize the metadata to be displayed in the content card.
    2. Bulk operation can be performed from here. Click More for more bulk options.
    3. Check the box to select all content.
    4. Sort content.
    5. Section details such as metadata, subsections, section name, last updated by, and when updated are displayed here on the content card.
      • Click Read More to expand and view the content.
      • Click on the section name to open the section in section view.
    6. You can perform the following from the More Options menu:
      • View Properties
      • Manage Subsections
      • Share section with users/guests
      • View activities
      • Schedule on demand review
      • Archive section
      • Delete section

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