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  1. RFP Response How-To Videos

    For helpful how-to-videos, go to Responding to RFPs Videos .
  2. Pasting Response Content from a MS-Word Document

    Pasting Content from Word Might Present Challenges DecisionDirector's response editor supports pasting content from MS-Word and other text editors. Using the Paste from Word function is usually sufficient to provide a good result, one that appe...
  3. Resending and Extending Invitations to Bid Respondents (aka "Participants")

    It's True. Invitations Get Lost and Sometimes Even Expire But there is an easy fix for both situations. Bid Managers can resend invitations and can extend expired invitations. NOTE: The expiration date of an invitation is not (technically) r...
  4. Bid Reports and Extracts

    Bid Reports and Extracts DecisionDirector provides bid reports and extracts through the Reports/Extracts links found at the top of each document (and document section), as well as at the bottom of the list of documents in the Collaboration Su...
  5. Document Status

    DecisionDirector document status is important. Documents that are in an "In Progress" state can be edited, but cannot be selected for use in a collaborative activity until the status is set to "Final". Documents that are set...
  6. Content Editor Search and Replace

    The DecisionDirector Content Editor has Search and Search and Replace tools that make finding and replacing text powerful, fast, and easy. In this tutorial, we will go through a typical Search and Replace scenario. NOTE: The Search and R...
  7. Adding Documents to Activities

    This topic covers adding documents to activities. Accessing the Activity Workflow Step Page Editing the Activity Workflow Step ​ Reviewing the Activity Workflow Step Configuration ​ Adding A Document A...
  8. Creating a Collaborative Activity

    The central purpose of DecisionDirector is to allow people to collaborate in a structured, efficient, easy, and effective way that leads to alignment of people and purpose and establishes the foundation for great decision-making. Typical colla...
  9. Submitting (and Unsubmitting) Bids

    Submitting a Bid When a bid is 100% complete and ready to submit, the vendor's Engagement Manager will go through the following steps in order to submit the bid: Select the bid from the list of active engagements. Confirm that the bid is eli...
  10. Creating a Collaborative Activity (the ENTIRE process)

    This tutorial demonstrates the entire process of creating a collaborative activity, including: Creating a Workspace Confirming/configuring Documents Creating Response Definitions Creating an Activity Configuring an A...