Assemble tab

When you open a Created Document, the Required panel of the Assemble tab displays by default when you have tasks to complete. This is where you complete the required components of a document that you can build as a proposal, RFP, or presentation. Once a component is completed, it will be marked by a green checkmark designating that it is ready for build. When all tasks for the document are checked, you can then build the document.

Note: A document type can be designed in which all components are already complete and ready for build when it is selected for a document. In this rare event where there is no required user interaction, the Review tab only allows ordering of components and the Build button is enabled on the Build tab.

Components

When a document type is designed in Architecture, sections and subsections are used to define the structure of the final document that will be built by you. When a subsection is defined and saved, it becomes a component that will display either as a Required task that must be completed by you (these are displayed on the Required panel of the Assemble tab), or as an Optional task that you can add to your document from the Optional panel.

When a component is created, it typically is renamed to your organization's naming conventions. Components can also be designed to have a fixed or a moveable position in a document. There are also components that will not display for completion by you but will be a part or a section in a document. To learn more about each type of component that you may be required to complete in a document, see the following list for description and directions.

Components types

The following component types may be available in your document:

  • Data Entry Screen: Complete data fields used for personalization of content and reporting.
  • Structured Content Complete data fields that can be used in a document during its build process. Typically this component is structured in the form of a table (grid) and the fields form the columns of a record.
  • Selection Driven Content: Select from a list of content items that typically control the dynamic text in the document. Selections can be simple lists or can be set up with parent-child relationships to have filtered lists.
  • File List: Select a file that will be inserted into the document. The file can be pulled from the library or outside resources. The most common uses of File Lists are to bring in customized pricing files or attachments. The most common use of File Lists in Presentation document types is to assemble slides to appear in a presentation.
  • RFP Project: Load and manage the RFP files associated with an RFP response.
  • RFP Compliance Matrix: Indicate the text, compliance level, and comments. The system will automatically reference the page number on which the item appears in the questionnaire.

The following components may be used but will not be displayed on the Required or Optional panels requiring completion by end users:

  • Agenda Slide: To work with the Agenda Slide on the Review tab, select the slide(s) that will be included in the Agenda Slide.
  • Dynamic Slide: Refer to the Selection Driven Content component for directions to select the grouped items that will display on the Dynamic Slide.
  • Static Content Component: The content added for this component cannot be changed or ordered in a document by end users. You can preview this content on the Review tab.
  • Table of Contents: The Table of Contents (TOC) file for this component is previously defined and cannot be changed or ordered in a document by end users. You can preview this content on the Review tab.
  • Word Section Break: A section break is previously defined and cannot be changed in a document by end users.

Optional components

When components are designed for a document type, they can be defined as optional for inclusion in a document. These components appear on the Optional panel where you can add them to the Required panel. Once added to the Required panel, they become required for completion, but may be removed from the Required panel.

  • To add an Optional component to the Required panel, click next to the component name. The component is moved to the Required panel and its icon changes to Remove icon.
  • To remove a component from the Required panel, click next to the component name. This can be done on the Assemble tab or the Review tab. Only components that were originally considered optional may be removed. The component is moved back to the Optional panel and its icon changes to Add icon.

Missing Data workspace

To identify and populate any data fields that were not populated during the building of the document, check the Detect missing data box on the Build tab. The Missing Data task on the Assemble tab displays these fields and allows you to populate them in one location.

These missing data fields are also accessible via the Missing Data action on the Built Documents workspace on the Manage tab.

Note: Any required fields that must be completed in order to build will be identified with an asterisk *.

Access a document's document type

If you have been granted permissions to architect document types, you can view and edit the document type's components. Once saving any modifications to the document type, you can re-open the Created Document and continue your work.

  • To open the document type for the document on which you are working, click the Architecture Architecture icon icon at the top right of the page.