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Creating Document Shredding Matrix Structures

Overview

Users can define a set of fields or evaluation criteria that help determine the compliance of an RFP as a Document Shredding Matrix Structure. Responsive provides the ability to either use a pre-defined default structure or create a custom structure.

Permissions

Super Admins, Admins, and Custom Roles with access to Organization Settings can set up a Matrix structure.

Select the applicable tab for your edition of Responsive.

  • Creating Document Shredding Matrix Structures

    To create a Document Shredding Matrix Structure, follow the steps below:

    1. Click Organization Settings, then select Requirement Analysis.
    2. Click Document Shredding Matrix Structure. The Organization Settings - Document Shredding Matrix Structure page is displayed.
    3. Click CREATE.
    4. The Create New Matrix Structure pop-up will be displayed. Enter a name for the Matrix Structure(this name should be unique). Select the business unit (if BU is enabled for your company). Select the fields for the Matrix Structure from the list of standard fields.
    5. To create custom fields, click New Field and enter a unique name for the field.
      Screenshot_2023-03-30_at_4.59.10_PM.png
    6. Select the type of field from the Type dropdown. Then, click SAVE to add the new field.
      Screenshot_2023-03-30_at_5.05.56_PM.png
    7. To edit a Custom or Editable standard field, click the Edit Field icon.
      Screenshot_2023-03-30_at_5.09.03_PM.png
      Note: Some of the standard fields, such as Page #, Keyword, and Category, can not be edited as these fields have pre-determined meanings/purposes and cannot be altered.
    8. Click SAVE to save the changes. Then, click CREATE to create the matrix structure.
      Screenshot_2023-03-30_at_5.11.06_PM.png

    Related Resources:

  • 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 Document Shredding Matrix Structures

    To create a Document Shredding Matrix Structure, follow the steps below:

    1. Click Organization Settings, then select Requirement Analysis.
    2. Click Document Shredding Matrix Structure. The Organization Settings - Document Shredding Matrix Structure page is displayed.
    3. Click CREATE.
    4. The Create New Matrix Structure pop-up will be displayed. Enter a name for the Matrix Structure(this name should be unique). Select the business unit (if BU is enabled for your company). Select the fields for the Matrix Structure from the list of standard fields.
    5. To create custom fields, click New Field and enter a unique name for the field.
      Screenshot_2023-03-30_at_4.59.10_PM.png
    6. Select the type of field from the Type dropdown. Then, click SAVE to add the new field.
      Screenshot_2023-03-30_at_5.05.56_PM.png
    7. To edit a Custom or Editable standard field, click the Edit Field icon.
      Screenshot_2023-03-30_at_5.09.03_PM.png
      Note: Some of the standard fields, such as Page #, Keyword, and Category, can not be edited as these fields have pre-determined meanings/purposes and cannot be altered.
    8. Click SAVE to save the changes. Then, click CREATE to create the matrix structure.
      Screenshot_2023-03-30_at_5.11.06_PM.png

    Related Resources:

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