Import the RFP Package document type

You can download the RFP Package document type to begin creating projects with multiple components immediately without having to create a new document type or update an existing one. This document type contains components that are compatible with the RFP project in a logical order that reflects the structure of common RFP responses.

The QvidianBasicRFP document type, which only includes only a Document Section and an RFP subsection, is also compatible with projects.

Clients who are new to Upland Qvidian as of the Spring 2017 release, will receive this document type along with the standard document types that are included in Upland Qvidian. Existing clients can download and import the document type by following the tasks below. You must be a Upland Qvidian administrator with Manage Document Types permission to import a document type. Users must be given build permission for the RFP Package document type and have the Professional template enabled in order for it to be available for them to use.

Note: Document types that include Structured Content, complex Selection Driven Content with more than one group or shared selections, or RFP Compliance Matrix components cannot be used to create RFP Packages.

Download and import the document type

  1. Click the following link and save the zip file to your computer: RFP Package Document Type
  2. Go to Architecture > Document Types.
  3. Click Create Doc Type and select Import from the dropdown menu.
  4. Drag and drop the zip file or click Browse File to locate it.
  5. Click the Select Content Folder Select Content Folder icon icon to select the content folder where content associated with this document type will be stored.
  6. Verify that the Include Templates, Include Content, and Import as new checkboxes are selected to include these elements in the import.
  7. Select one of the following:
    • Email me when the import is complete: When the import is complete, Upland Qvidian will send an email notifying you when the document type is complete and available in the grid.
    • Wait for import to complete: The import request will be processed and the document type will appear in the grid. When the import is complete, you will receive an email notifying you when the document type is available.
  8. Click Import.

Note: If you experience any issues when importing the document type, press F5 to refresh your screen and import again.

Next tasks:

Once you have the RFP Package document type, you can create a project.

For more information on the components in this document type, see the TOC, Static Content, File List, and RFP Project topics. For information on designing your own document type, see the Best Practices: Planning Your Document Type topic.