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Document Management
Getting Started
Bid Management
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Emergency Operations
Project Evaluation
Business Certification
Insurance Management
Contract Management
Document Management
Webinars
Upcoming Webinars
Recorded Past Webinars
User Guides
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Knowledge Base
Document Management
Getting Started
Bid Management
Vendor Management
Emergency Operations
Project Evaluation
Business Certification
Insurance Management
Contract Management
Document Management
Webinars
Upcoming Webinars
Recorded Past Webinars
User Guides
Document Management
Add documents, create templates, and associate documents with PlanetBids modules.
Importing Existing Documents and Creating Documents From Scratch (Article)
Text and Document Formatting (Article)
Searching for and Sorting Documents (Article)
Importing and Saving a Template (Article)
Using an Existing Template (Article)
Inserting Images (Article)
Inserting Tables (Article)
Metadata and Tags (Article)
Exporting Documents (Article)
AI Tools (Article)
Commenting Within Documents (Article)
Document Management Roles and Permissions (Article)
Sharing Documents for Collaboration (Article)
Reviewing and Approving Documents (Article)
Headers and Footers in Documents (Article)
