Document Management

Add documents, create templates, and associate documents with PlanetBids modules.

• Document Management Roles and Permissions (Article)
• Searching for and Sorting Documents (Article)
• Importing Existing Documents and Creating Documents From Scratch (Article)
• Importing and Saving a Template (Article)
• Using an Existing Template (Article)
• Text and Document Formatting (Article)
• Inserting Images (Article)
• Inserting Tables (Article)
• Headers and Footers in Documents (Article)
• Sharing Documents for Collaboration (Article)
• Commenting Within Documents (Article)
• Reviewing and Approving Documents (Article)
• Metadata and Tags (Article)
• AI Tools (Article)
• AI Scope Generation (Video)
• Exporting Documents (Article)