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1. All Attributes created by all users appear on one list If you have different business units creating Attribute Groups consider beginning each attribute group with a business unit code to keep items listed for each business unit grouped together in alphabetical order For Attribute Groups that everyone uses e g General Firm Information consider beginning those with an to sort them to the top of the list PMAPS WebPro User Manual 38 Rev 8 28 2014 Add a New Document to the library with a placeholder in your questionnaire When you encounter a new question that is not in the database and for which you need to gather an answer you will 1 Click Edit Proposal to open it 2 Highlight the sample question 4 Copy the question PY searc 5 Click on the Search module icon in the Navigation bar at the top of the screen 6 Click New Document ili 7 Paste the question into the new blank Q amp A record 8 Press your Enter key on your keyboard twice to properly format the question and answer areas 9 Enter Please enter answer here as a placeholder for the answer Apply any other formatting you choose at this time Sample New QuestiontzromBetty Manning h Flease enter answer heret 10 Click on the Attributes tab or use the arrows to navigate 11 Fill out the Attributes one field at a time by selecting from the drop down lists or entering selecting dates Or select an Attribute Group Template All mand
2. J Acme RFP Phase 1 Acme Co RFP 11 16 2009 4 The Assembly and Project Management Center screen is displayed with a blank template containing one line of data Propose Arse Prorom AHJ ee ee Potties b O sty BE amp 5 In the upper right hand corner of the screen there is a status bar that s details status in three categories Select a Template 6 Load Template a Click the Load Template icon The Choose template to load dialog box is displayed PMAPS WebPro User Manual 75 Rev 8 28 2014 b Choose a template from the list You may need to use the scroll bar on the right hand side of the screen to view the entire list Once you have found the template click on it to select it 401 K Products Blank Template Brevan Howard DDG template Collaborate Test2 Collaboration Ex Company Overniew Generic Generic 2 testing Humana International Funds Large Cap Leslie s test Replace current contents E Add to current contents sd c Choose Replace current contents v TIPS If you want to use two different templates choose Replace current contents then return to this screen and choose Add to current contents PMAPS WebPro User Manual 76 Rev 8 28 2014 d Click Load e Click OK to confirm that you want to replace the current contents with the chosen template Windows Internet Explorer n p You have selected to replace the current contents with this templa
3. Contains Begins With Doesn t Begin With or Ends With Select Attribute Proposal Type Select an Operator equal to Text Value RFP v TIPS The reporting tool provides the Query Returned Results total within thin the window PMAPS WebPro User Manual 68 Rev 8 28 2014 7 When finished click OK The term will appear in the grid 8 To add another term follow steps 4 through 6 above v TIPS To remove a term from the report query click on the letter in front of the term box 9 Click the Save Ai icon when finished 10 Click the View tab to see the report View Tab 1 To view any the report log simply click on the report you d like to view 2 Click on the View tab to see the full report with the labels or attributes selected SEH HEEH EEE HEH HEHEHE HEHE Hee HEHE Select View Report Proposals 2009 3 31 2008 2 RFP 3 29 2008 BE Test Jett 0 Bank Financial 3 28 2008 BE Heffter Steven 0 Bank Financial 10 9 2009 BE Torbe Helen Bank Financial 7 27 2009 0 Demo 9 20 2009 ME Heffter Steven 6 22 2008 BE Phitleo Wendy 0 Public 6 22 2008 ME wexler Steven 0 College 6 22 2008 BE Hettter Steven 0 Foundation 3 Click to the next page at the upper left corner to see additional pages of the report 5 Click on the Excel a v TIPS You may also export the report to XML or Text Delimited PMAPS WebPro User Manual 69 Rev 8 28 2014 Built in Reports In PMAPS WebPro and We
4. each time you insert PMAPS will bring up the Application Selector Search amp Insert Manually Outside of the Cloud 1 Open a Word document 2 Copy a word or phrase out of the question or identify what you want to manually type into the Search field 3 Select the location where you want the answer inserted by clicking in that area 4 Click on the Web icon AMAGA in your systems tray It probably displays at least part of the words Proposal Software The entire name won t be displayed unless that is the only application open on your desktop PMAPS WebPro User Manual 24 Rev 8 28 2014 Paste or enter the word or phrase into the Search text field Press Enter on your keyboard or click the Search button Once you identify the response you would like to use for your document click the Insert Full Vicon The Insert Full option inserts all contents of the record file excluding the question area which is from the top of the document to the first occurrence of two hard returns The text is inserted with all applied Word styles Or If you only need part of the answer highlight the text you need and click the Insert Selected v TIPS 9 The Insert Selected option from the Hypertext field does not insert any graphics or styles applied to the text The text 1s inserted according to the text of the paragraph at the point of insertion So even though your documents is formatted using Times New Roman if the in
5. Assigned By Betty Manning Betty Manning Betty Manning Betty Manning Betty Manning RFP Assignments for Betty Manning Proposal Acme RFP Acme RFP Acme RFP Acme RFP Acme RFP Assigned Status Not Viewed Not Viewed Not Viewed Not Viewed Not Viewed a RFP Assignments for Betty Manning Acme RFP Date Due 3 31 2011 3 31 2011 3 31 2011 3 31 2011 3 31 2011 Assigned To Betty Manning Betty Manning Betty Manning Betty Manning Betty Manning IG Page 1 of 5 Proposal Acme RFP Acme RFP Acme RFP Acme RFP Acme RFP gt gt PI Assigned Status Not Viewed Not Viewed Not Viewed Not Viewed Not Viewed Welcome Betty Manning Line of Business USA Compliance BR Working on Proposal Acme RFP Compliance View 1l 5of5 Click on the underlined link in the Section column to open the assignment PMAPS WebPro User Manual 89 Rev 8 28 2014 4 Complete the assigned section You may manually enter your response OR Search for an answer in the PMAPS content library a Enter a blank line in the section for the answer to be inserted You can simply click at the end of the question and press enter on your keyboard once or twice to make room in the document for inserting the content from the library b Go back to the question and select highlight the word s to search for c Click the search binoculars on the PMAPS Viewer d Locate th
6. Richards Kim BE F F i E Additional Attributes E e E Ei w All Eure Bond Main Topic General Firm Info Firm Information F x Ell History EJ Fi Firm Information F El Ej Ej Ej El 11 19 2009 El Te 108 4 Document Just as you set up your Dashboard view you also need to set up your Search Results view grid When you click on the Search tab the following screen is displayed Search Results Grid The Search Results grid is the lower portion of the screen What is the history of your company Provide a brief oven A hbi a ee aii i aa History of company HSCOSHOESEACHSS HF o AVHESLOOHLERRLBEW RO FSHECEME General Firm Info B Hettter Steven U TY 77 O OREOF IL 7 1935411 AC MBE Modifying Columns 1 Click Modify Columns on the Search screen The Select Columns screen is displayed PMAPS WebPro User Manual 125 Rev 8 28 2014 Attributes Columns Summary Information Reset Modifications The Column Selection area contains six tabs treplicating the names of the Search tabs and listing the available fields from that tab The Region Type Department Main Topic Sub Topic and Summary and are probably already selected The left hand side of the screen includes a heading which displays the name of the tab e g Attributes Forms Notes History Revisions and Information and lists the names of the available field
7. the highlighted search Otherwise it brings you to the logon screen and once you have logged in it will perform the highlighted search Select the answer you want to use a Choose Insert Document to insert the complete answer from the database record 7 Highlight text and choose Insert Selected Text to insert only the highlighted portion of the answer PMAPS WebPro User Manual 20 Rev 8 28 2014 Application Selector The first time you select an insert option the Application Selector is automatically launched The Application Selector opens and lists all currently open documents from your local computer Fy PMAPS Application Selector Insert Where Active Applications Y Proposal Editor Acme Proposal 2012 an EE ne SAEPE Microsoft Word Keep Source Formatting O Use Destination Styles O Match Destination Formatting Define Formatting C Keep Text Only Copy To Clipboard Use this Application for all insertions from now on 8 Choose the proposal you are working on 9 Check the box to Use this Application for all insertions from now on if you plan to continue working on the selected document This will allow you to skip past the application selector step until you have saved and closed the proposal you are working on and moved on to another document 10 Under Insert Into Selected Application select an insertion option All of these options depend upon Word to format as selected This is outside t
8. you may pick a single parent document for it If you make this document a parent you may pick one or more children for it Relation Type Normal Document la Add Related Document li Add Child Document la Add Parent Document PMAPS WP User Manual Edit Add Records Unspecified 70 PMAPS WebPro User Manual 99 Rev 8 28 2014 Building Parent Child Relationships Overview The Parent Child feature allows administrators and content managers to manage documents that have parent documents in one language and child documents in one or more additional languages Following is the Parent Child relationships best practices workflow 1 Gather all or singular parent documents using the Verify module for export email to content experts This emails the documents in batches instead of by the individual document 2 Receive updated parent documents back from content experts review and use preferred method to move the updates to the SmartCart Inbox 3 Once all parent documents are available in the SmartCart Inbox approve all documents at once to PMAPS The approval process automatically checks the Needs Translation box and enters the approved date as the Needs Translation Date for all child documents associated with only the parent records that had actual edits to the document contents If just an attribute is changed the box is not checked The next time a Sales Doc is generated using the newly approved documents the new inf
9. 7 Click Add m mal m m BE EE NESE 8 Fill in the contact information Be sure to fill in at least the name and email address 9 Click Save 10 Click Close PMAPS WebPro User Manual 119 Rev 8 28 2014 Choose User Preferences The WebPro application is designed to allow each user to make changes to two primary screens according to their individual preferences Those two screens are the home page or what we refer to as the Dashboard and the first screen you land on when you enter the Search module Understanding your options and choosing your preferences before you start using the application for completing proposals may save you time and confusion Dashboard View The Dashboard displays an inventory of proposals entered into PMAPS Tracking module Each user can customize their Dashboard columns and order by choosing any of the over tracking fields discussed below pmaps Web s ai i ne eit MONE Seed Eoas Musee anatasa Sitiaaoe nants Moris Columna Beret SortFitters Pope 17345978919 11 gt gt OO Piaataee aet ettene 4 usa 107382010 natis Diodai Test APP M rre Leie Teo usa 1003010 Acra Cotaulting BT warring Matty ree Withers MW F ea S30Q010 LM Corserstone Cnet WP TAD caterer Lewes USA 797910 Acma Telecomunicatii b B Maaring erty ut 232010 Acre Techncicgy M ume Stason Accs MPS BA wtarring Nery acma Traa Awenue BA uterring Hetty wp Acra
10. 83 Rev 8 28 2014 RFP ASSIGNMENTS MODULE Overview The RFP Assignments feature allows the Proposal Bid Manager Lead Writer field to assign individual questions or sections of a proposal to a contributor PMAPS user for completion email links to contributors for completion using the database content or outside materials and then merge the updated individual sections into one document with the Re link All Assignments j LITA E The RFP Assignments module i tracks the assignments that are made for every proposal added to PMAPS The link is displayed on the Navigation bar at the top of the screen The link is highlighted if the current user has any open or not yet completed assignments By clicking this link the user can see all their own assignments for all proposals but only their own assignments If the user is the proposal bid manager or an administrator they see all assignments for all proposals and can filter the list based on a single user If assignments need to be made to non PMAPS users those assignments must be made and managed through the SmartCart Assembly Center and email Note In these instructions we are using the term contributors for section assignees You may assign sections to any registered PMAPS user Logging in a New Proposal 1 Click the New Proposal icon to enter the proposal details in the Dashboard Tracking module see Add New Proposal in the WebPro user manual for detailed instructions 2 Upl
11. Clicking the Remember Me button upon logging in keeps you logged in during the entire Internet Explorer session It is not a means of saving your user name and password PMAPS WebPro User Manual 1 Rev 8 28 2014 3 Click Login First Time Login Change Password 1 Upon first login you may be brought to the Password area in the Administration module to change your password Password Requirements Must be atleast 6 Characters Must contain atleast one capital letter Must contain atleast one number Must contain atleast one non alphanumeric character etc The amp and does not work Change Password Current Password New Password Confirm New Password 2 Enter the password provided to you in the Current Password field 3 Enter anew password of your choice in the New Password field Passwords must be at least 8 characters in length using any combination of letters and numbers but must contain at least one symbol Any of the following symbols may be used Do not use the amp or symbols as those are used in code and may cause the password change to not be accepted We can change this rule on our end if you have specific requirements 4 Enter the same password again in the Confirm New Password field v TIPS You may change your password at any time by clicking on the Administration link 5 Make a note of your password and save it in a secure place NAVIGATION CENTRAL PMAPS Navigation Central
12. Darding BA starring Nery Acre ollow Up BA tts ring Nery Sua of Alama Oi Revene Wiima Steven Audit s 7 _ Page 122484782810 15 gt gt apmaps Modifying Dashboard Columns 1 Locate and click on Modify Columns on the Dashboard Dashboard Summary Logistics Marketing Follow Up Misc Evaluation View 15 items per Page Modify Columns i Page 1234567831011 gt gt The Column Selection screen is displayed PMAPS WebPro User Manual 120 Rev 8 28 2014 Visible Columns Reset Madifications The Column Selection area contains six tabs replicating the names of the Tracking tabs and listing the available fields from that tab The left hand side of the screen includes a heading which displays the name of the tab e g Summary Columns and lists the names of the available fields from that tab The right hand side of the screen heading is entitled Visible Columns and it lists all of the names of the fields that have been chosen to display in the Dashboard from any of the tabs The right hand column displays the same information regardless of which tab you click on In this example we have chosen Due Date as the first column on the Dashboard Proposal Name as the second column Line of Business as the third etc PMAPS WebPro User Manual 121 Rev 8 28 2014 Visible Columns Adding Columns 2 Click on one of the tabs to select one or more fields from that tab You will probably
13. EE T S 93 PO CN aoee tone decestenesenectene seeds e 93 Search Module Components sssssecesccccccccccccccocccccccccececceccecocoossocecocececccccecececcoosesssesoseceseccecees 93 So ira a a E 1 ree sc ce E A E E E EE A O E E A 93 ADU S D eee E E E 96 Forms or Short ANSWe ccccccsssesssssseccccccseeesseeecccccessceesseseeccccessaueessesececeessuegesseseeseeeeenags 96 Noord Dee E E T setisemanene 97 PLS IY TAD e E E E E E A E E E A 97 Rovnom TiD erea E E E 98 PS Td TiD a E E T 98 Building Parent Child Relationships ssssssssseeeeecececoocccosossssseccccecceccoecocossssssssseccecceceesososo 100 ODN 1 E EA E D E E E A E 100 Set Up Templates for Parent Child Documents n nseessseeeeeeesssssssseerrsssssssseerressssssseeeees 101 Create Upload Templates for Each Language enneessseeeeessssssssseerrsssssssserersssssssseeressssss 102 Add New Document with Parent Child Relationships sessseoennssssssssosenrssssssssserrsssssssses 103 Send Parent documents out for update e sesessseoeeeessssssseeeersssssssseeerrsssssssscerrssssssseeerees 106 Download omMartTG art TICUN repisi neono E ep siden EOE E 110 Status when in SmartCatt sissevrcsavarnsensssnsesenudennnstesioneseaudenaaniesinsseanudencaniesbanesantensedavawieceaxoen 1ll Send Child Documents for Update ccccsssssssecccceeceeeessseecceceeesseeeeeeeceeeeesaaaaaseeeeeees 112 WebPro Fields and Functionality Overview ccccccssssssss
14. If you choose more fields than can display on the Dashboard use the horizontal scroll bar to view all of your columns PMAPS WebPro User Manual 123 Rev 8 28 2014 You may add or remove more than one item at a time by selecting a group of files To select more than one adjacent field clicking the 1st items in the group hold down your shift key and selecting the last item in the group You may add more or remove more than one item at a time by holding down your Ctrl key and then clicking on as many items as you like Reset Modifications You may reset your field selections to the default view as follows 1 From the Dashboard select Modify Columns 2 Click Reset Modifications ge npp y p r Other Writer Reset Modifications Search Results View Every record that is imported into or added to your database must have various attributes assigned to it Attributes act as Meta Tags for your data Some of the attributes are Subject Matter Export Contact Main Topic Vehicles Products Review Cycle Date Expires etc These attributes aid in data categorization content location and record updating Following is an example of an attributes screen for one record PMAPS WebPro User Manual 124 Rev 8 28 2014 Extended Attributes Ey E Review Cycle Annually wea Content Owner Heffter Steven N Who Answered a EE Ee Eee 13 20200 E5 Last Verified a a7 2009 E Reviewer
15. Manual 71 Rev 8 28 2014 5 Click the New Sales Doc icon 6 Select the appropriate Sales Doc from the list Word Document Standard RFP Product 1 PMAPS WebPro User Manual 72 Rev 8 28 2014 7 Fill out the form Sates Doce fnary Werking on Proposal Acme Asegamere REI Sees Fom Word Document Standard RFP Product 1 Cover Letter notte cover omer Yas D Kare Beedre O Lesie Haih Seect cover later D wey Crengveng xn tevre Cameron Fariay eer Torte Laecutrwe Summary cute Cream Summary Yes x Product Detaits y T montse T seseh Check podut deisis to te incited T Arsantiy Cortor wasn bocx F use aoas EZ Watase Mebie Chent Roster 8 Click Save Sales Doc v TIPS If you are interrupted when filling out the form you can also click Save Sales Doc Session allows partial to save what you have completed 9 An error check is run and the results are displayed at the top of the form There are no errors or warnings You may now generate your sales doc Generate Proposal PMAPS WebPro User Manual 73 Rev 8 28 2014 10 Click Generate Proposal rn PMAPS WebPro PMAPS WebPro ts working Checking for updates 11 Select the format to use for generating your proposal The administrator may restrict generation to only PDF 1f they wish re SalesDoc Builder Options How would you like to create this SalesDac za Ee Create Word Document we Create POF Documen
16. Preferences to save your choice as your default pte een eee b There are three options for filtering parent documents 1 Filter under Is Parent using quick filter for single choice right click Right mouse click on a True value in the Is Parent column a True False Master US a True Aa d False Master US Ei True False Master US a True False Master US 11 Filter by Is Parent using quick filter for multiple choice funnel 1 Select the funnel icon in the column header of the Is Parent column a True False Master US Ei True False Master US a True False Master US Ei True False Master US 2 Check the True box PMAPS WebPro User Manual 106 Rev 8 28 2014 Uncheck All CheckAll Show All Options Remove This Filter 3 Click Apply 11 Filter by Language column if a specific language is always the parent using quick filter for single choice right click Right mouse click on a Master US value in the Language column iv Filter by Language column if a specific language is always the parent using quick filter for multiple choice funnel 1 Select the funnel icon in the column header of the Language column 2 Check Master US or value that is your language master PMAPS WebPro User Manual 107 Rev 8 28 2014 Uncheck All CheckAll Show All Options Remove This Filter French German Italian Japanese WebPro Filte z Portuguese Brazilian Sp
17. See Creating Attribute Groups for more information Attribute Templates tempatetole 0 OR Fill out the Attributes one field at a time All mandatory yellow fields must be completed Mandatory fields may differ in your application based on field customizations made by your Administrator preposals il new recors C Ed Donumeni sates Template to bami Nine Record Meris Fiedew ELTE Coenpiance Decwment Salua Madre Review Cycle Need Review Region UBA ate Expires WNI I sme amith Cindy w Date Last Werified I2a0ManA ae Back up SME x Verified Er Rai Infarenisian Othar imamation Department Propoal Group Vehicle __ Al vehicles s Commingled d Mam fope Mew Record heeds Review IC Commingled or Saparnte Sub Tops C intemational Fura WeSPre Al boule Be sure to check the box for Q amp A at the bottom of the Attributes tab This ensures PMAPS will insert only the Answer portion of your record into an proposal or other active document WebPro Att ibutes Q A PMAPS WebPro User Manual 33 Rev 8 28 2014 7 Click Save The Save Options Window will be displayed The radio button Save Without Requesting Compliance will be the default selection and if you are simply adding a new piece of content which has already been approved for use just click the Save button to complete adding the record pmaps Web Save to Smart Cart _ Save To Smart Cart a
18. _ yDatedue _ Proposaltiame Reon Mandate pAssetClass yLastEdted 57 VehicleProduct A 2 28 2008 1 29 2010 Acme RFP Sydney Core Fixed Income Equity Domestic 12 3 2009 i 2 Click the Edit icon either from the Dashboard view on the proposal grid or above the grid PMAPS WebPro User Manual 6 Rev 8 28 2014 3 Edit the proposal 4 Click the Save to PMAPS icon Wg Other Proposal Editing Saving Options Cancel Changes If you make edits to a proposal but then decide not to save the changes to the cloud click the Discard Changes wa icon Save Local Check Out If you are working on a proposal and you want to save it to your local computer click the Save Local check out icon You can save an offline copy of the proposal and also check it out to lock it from changes by other users When you are ready to replace it with an edited document you will use the Overwrite PMAPS Document with Local Document function as shown below TIPS Unlocking proposals which have been checked out by another user is generally an Admin function Admins can permit other users to have rights to unlock as necessary Overwrite PMAPS Document with Local Document Use the Overwrite feature when you are ready to replace a blank document with your formatted questionnaire or when you want to replace the document saved on PMAPS with a document that was edited offline 1 Choose to the proposal you d lik
19. a specific proposal This field searches specifically on the Proposal Name field in the Summary tab The My Line of Business Only checkbox controls the region of line of business shown in your Dashboard My Line of Business Only results If you are using PMAPS to track multiple regions or lines of business this shows only those proposals in your region assigned by the PMAPS Admin If you are unsure if you are using multiple regions checking this option ensures that all proposals PMAPS WebPro User Manual 8 Rev 8 28 2014 Ac will show in the view You can check In Process to display only those proposals that have not yet been shipped This is quick method of reviewing what is in your queue for the selected date range If you only want to see proposals where you name has been chosen as an contributor click the My Proposals My Proposals Only Only checkbox Use Due Date to narrow your results to view only proposals only within a specific date range enter a date range To view all proposals in the system do not enter a date Save Preferences to save your selected options WebPro will default your Dashboard view to your saved preferences when upon login The number of proposals displayed in the current search is always indicated above the proposal icons on the left hand side of the screen In this example we have 201 Proposals Found as a result of the current search or filters that have been applied Duedate
20. a folder designated for this purpose 2 From the Search Results click the Upload Documents icon ORAM o of a tea 3 By default the Upload checked out documents option is selected Click Browse to locate the folder containing the documents to upload PMAPS WebPro User Manual 36 Rev 8 28 2014 4 Open the folder containing the documents to upload then select those to be uploaded and click Open You may upload multiple documents at once 5 Once the window refreshes to display the files selected for upload click the Upload button 3 Colleen Desktop PMAPS Uploads 148859 148859 C Users 148881 CAUsers Colleen Desktop PMAPS Uploads 148881 6 Each document is uploaded replacing the original with the revisions or updates Note that revisions are tracked automatically on the Revisions tab PMAPS WebPro User Manual 37 Rev 8 28 2014 Create an Attribute Group Attribute Groups allow you to save commonly used sets of attribute data as groups to shorten the time it takes to add a new record to the database To add an attribute group to the library 1 Locate a record in your database that has a set of attributes that you d like to save 2 Click Save as Attribute Group 3 Enter the name for your Attribute Group Type a name for the attribute group General Firm Info steven Wexler A message that your Attribute Group has been successfully saved appears v TIPS
21. a link to the Assembly Center assigned sections area This allows the PMAPS user to make changes directly in the Assembly Center and reduces the risk of the latest document not being uploaded The subject line displays the name of the assigned section The email message displays the name of the proposal the assignment is for Example email when the Yes Include Attachments was chosen Use this option for non PMAPS users pun WebPro A D RFP Bio Message a Reminder ics 493 B Wi Assembly Center Document doc 39 KB This email is being sent from PMAPS WebPro You are responsible for this document in the Assembly Center for Acme RFP Click here to go to the relevant PMAPS Assemby Center Document The email includes an attachment as well as a link to the Assembly Center assigned sections area It also includes a calendar reminder as long as the Section Due date was filled out before the section was emailed The subject line displays the name of the assigned section The email message displays the name of the proposal the assignment is for Back in the Assembly Center the system Auto populates the Assigned date with date emailed out Attaches an iCal for all outgoing emails Microsoft Outlook 2007 amp later only with the subject message and due date In addition Users may use the Export button on the main Assembly Center screen to send to Excel Combine Assemble the Proposal a 13 Click the Combine ay icon
22. aL S You may also choose the number of proposals you want displayed on the screen Your options are 5 10 View 15 Y Items per Page 15 25 50 or ALL You may click on the page numbers to scroll through the pages The proposal you have selected on the dashboard displays as the proposal you are working on i Working on Proposal Acme Proposal 2012 TIPS If you have entered a proposal name in the proposal Search field and you then change the date range PMAPS automatically searches for that name within the new date range The Clear Search button removes all existing text from the Search field Be sure to Clear Search before clicking Save Preferences so that no search text is saved as part of your default settings PMAPS WebPro User Manual 9 Rev 8 28 2014 If you are displaying a large number of results select the number of items to view as 50 or less to increase the speed of your screen refreshing Proposal Log Reporting You may export your proposal log by just clicking on the Export icon 1 Choose desired filter options from the Dashboard Click on this link to Modifying Dashboard Columns for instructions on how to modify your columns 2 Click the Export icon 3 Select the format you want your report exported in You have three options a Excel b XML c Delimited Text 4 A confirmation message appears confirming which option you chose Windows Internet Explorer YQ Are you sur
23. contains the updated responses 2 With your cursor select the entire area included between the two bookmarks set Page Layout References Mailings Review View E Om 22 A 2a 4 see 1 2 ae 54 Date amp Time Ta ZS ross reference eader Footer e Te i Ea Wo Tai i op Equation Symbol art Number Box Cap gt 4 Object M i bols TIPS L2 If you do not see the bookmark icons you may need to Show bookmarks in Word To do this open any Word document not in the cloud from your computer Then go to either the File menu tab or Microsoft icon and select Word Options Click on the Advanced tab and locate the Show document content section Check the Show bookmarks option and click OK Proofin Show document content Show background colors and images in Print Layout view advanced Show text wrapped within the document window Show picture placeholders Show drawings and text boxes on screen Show text animation Customize Add Ins Trust Center Show Smart Tags Show text boundaries Show crop marks PMAPS WebPro User Manual 11 Rev 8 28 2014 Resources Be sure to replace any custom content and replace it with placeholders or codes for word replacement You can use the Insert Word Replacements ABC replace this content with the appropriate code 3 Click on the Insert menu tab and select Bookmarks The Bookmarks menu will display a list of all bookmarks in the document and the
24. customers Removing Comments Once all sections have been completed contributors or proposal bid managers may remove all comments in the proposal by clicking the Remove WebPro Comments button from the toolbar on the Proposal Editor document they opened from the Dashboard APPENDIX Search Module Components Search Tab When you enter the Search module you will land on the Search tab initially The Navigation bar at the top of the screen as well as the Search bar will be visible regardless of which tab you have selected Paps Web 5 SEP FSF C D e 303 Omumerts Feud Dearc Deewerent I0 754 Walcome ciody smiit 8 Lone of fusnes Ereterprree Pride C Smetions Dees BB nrin asa O Pe Pe oom View 25 memsgerPage T steutty Coin ff Motit Hiner Page T2408 7 88 19 11 gt gt PMAPS WebPro User Manual 93 Rev 8 28 2014 TIPS If you have any Filters in place you will also see a Results Filtered icon next to the number of Documents found The hypertext view will not reveal any formatting graphics or other non text elements To view the whole record simply click the View Document icon for the record you wish to view and the record will open in Word Double click when selecting a record in the Search results grid and be taken directly to the Attribute tab Just below the Search bar you will see The total number of Documents Found on the left T
25. exists it will for a given result a value of True will be shown on the results screen Forms for Excel or Web g Excel Responses g Response A g Word Replacements The Word Replacements Codes feature works with any Word document inserted full or selected text into the RFP This will only work if the RFP is in the cloud Word replacements occur automatically during the insertion into the RFP The codes are created in the Admin module under Word Replacements See Admin manual for instructions on creating codes 500 523 lt lt AO Date gt gt 12 22 2010 lt lt lead sales gt gt Proposal Tracking Field Sales Manager lt lt Sales Rep gt gt Proposal Tracking Field Sales Manager lt lt FI accountbalanceLOW gt gt 5 lt lt EQ accountbalanceHIGH gt gt 37 lt lt number municipal accounts equity gt gt 28 lt lt number municipal accounts fixed gt gt 20 of S g e e g z s s e p lt Add the code PSI in one of your search documents This must exactly match the entry in the Word Replacements table in the Admin menu Check with your DBA to find out which code you should be testing 2 Choose an RFP from the Dashboard by clicking on it A 3 Click the Edit icon to open the proposal ia Na r 11 16 2009 12 4 2009 some proposal Retail Enhanced Core Blend Fl amp Equity 11 16 2009 4 11 24 2009 12 31 2009 Acme RFP Phase 1 USA Large Cap Growth Equity Domestic 11 25 2009
26. if selected when user entered search to work on RFP in cloud Owner Date Added Auto Verify Notes amp SME Sending SmartCart Items 1 Click the SmartCart icon to view items Nav Central f YEA EEFE E Eee The SmartCart Compliance screen appears Pending 15 sentas View Requests to All Requests 35 View Items per Page Reset Filters Page 1 ncite Knowledge Festure incite Knowledge Manager PMAPS Webi PMAPS WebPro Festures Knowledge Bases Database View 139967 Steven Heffter Sun 11 29 09 multiple knowledge bases in a single UI YES YES PMAPS WebPro How was PMAPS developed PMAPS was developed from the ground up A team of marketing and software specislists spent Steven Heffter Wed 11 11 09 months tracing the entire proposal process from consultant through Plesse provide an overview of your firm Watson Wyatt is the trusted business partner to the world s leading organizations on people and Colleen Chariand Tue 11 24 09 financial issues Our client relationships many spanning dec Describe your best practices workflow Steven Heffter Wed 11 4 09 2 Click the box in the first column heading to select all documents at one time v TIPS Mouse over the Notes B icon on the grid to view the notes entered for that record in the Request Compliance Options window Click the box atthe beginning of the row on the grid to select one document at a time While you may send the doc
27. is an interactive navigation screen accessible to users upon login From this screen users can learn more click to access specific PMAPS modules or their associated training videos PMAPS WebPro User Manual 2 Rev 8 28 2014 e Log a New or Work on Existing Proposal Bi Assign Questions Sections of an RFP a Search the Proposal Q amp A Database Assemble a Proposal from a Template B Create a New Pitch Book Create a Sales Proposal Document a View My Q amp A In Outbound Emails Run or Create a Proposal Report g Perform a PMAPS Administrative Task 1 Clicking on the in the center of the screen takes the user to a brief description of the module Click to go to that module in the application or click to access the associated training video a Search the Proposal Q amp A Database Welcome to the PMAPS WebPro Search Module Mm Click here to enter the Search Module Learn m ra 2 You can choose to see upon login or un check the box to go directly to your Dashboard upon login 3 Click to access your from the bottom of the screen as well PMAPS WebPro User Manual 3 Rev 8 28 2014 DASHBOARD MODULE Adding a New Proposal The first step in proposal production is logging in the prospect client consultant or internal request for tracking and reporting purposes This request could be a formal Request for Proposal RFP a client or consultant Request for Information RFI or any type of project you want to
28. keep track of e g Due Diligence Consultant Database etc For simplicity when we are discussing tasks related to the Dashboard or Tracking module we refer to these entries as proposals Your WebPro administrator has the option to customize many field label names within the application This manual covers the functionality of the fields and instructions on how to use them However questions regarding how or why information should be captured needs to be addressed by your administrator v TIPS If this is your first time logging in a proposal you may want to review instructions on the functionality of PMAPS fields under WebPro Fields and Functionality Overview To log in a new proposal 1 Click the New Proposal icon o o 7 amp Dashboard Summary Logistics Marketing Follow up Misc Evaluation View 15 V items per Page Modity Columns Page 123456789 10 11 gt gt O yomen Bansal mein 4 6 22 2008 WA Public Plan USA 4 8 21 2008 State of New Yor internationsl Fund USA Windows Internet Explorer 2 Gre you sure you would like to add a new proposal 3 You have two options for How would you like to begin a Click the radio button to Start with an uploaded document then browse and select the file Word or Excel file you wish to start with or PMAPS WebPro User Manual 4 Rev 8 28 2014 b Click the radio button to Start with a blank Word document in which case a blank Word document is opened on yo
29. not it s the one you want to use or if you want to insert selected text that retains your formatting you can preview it and then insert while you are in Preview mode You can preview Word PowerPoint or PDF files There are two ways to launch Preview 1 The Preview icon is the very first icon on each row of the Search Results grid PMAPS WebPro User Manual 23 Rev 8 28 2014 2 The Preview icon is also available on the Search tools menu bar above the Hypertext field Preview Options preposals i ii2 E M ak Ed 2 amp orn The first group of icons is for insertion You may highlight text in the preview mode and insert that text into your proposal by clicking the Insert Selected Text icon p You may also use the Insert Document w icon to insert the entire answer into your proposal The second group of icons is for the Pitch Book To learn what those icons are for click on the Pitch Book link The third group of icons is for the Compliance module To learn what those icons are for click on the Compliance link v TIPS If you are working on a Word questionnaire check the Use this Application for all insertions from now on box You may also launch the PMAPS Viewer through the Start Menu Go to your Start Menu gt All Programs gt PMAPS Viewer Copy to Clipboard allows you to copy text selected from within the hypertext field to your document clipboard for future pasting If you are working in Clipboard mode
30. record was approved back into the system To send child documents out for update 1 Create a folder on your computer to download the child documents 2 Content managers for each child language filter by the language and the Needs Translation field 3 Use the Download A1 emits option to download the documents as individual files to the folder you created in Step 1 This method better facilitates the process of sending documents to the translation services team 4 Check the Download parent record with current D to send the parent version of the record for each associated child document The child document that is downloaded is actually the parent version of the document but it is linked to the child version For example if your parent documents are English US and you are downloading the French documents to be translated the French document is downloaded and overwritten with the English Parent version of the record for translation purposes only The document being downloaded 1s a copy of the French Child document The French Child document is still available for use during the update process v TIPS If there are minor changes to a child document and the content manager deems the document can be edited locally and not sent to translation services the content manager may manually update the document using the Edit Document function 5 Check the Flag child document to capture the Date Downloaded and Downloaded By inf
31. to the previous screen The 6 selected documents are about to be sent would you like to include the documents as attachments in the emails that are about to be sent Reminder You have to save changes first if you are re assigning or have made any changes to any of these items Tip Set and save a due date before sending an email for a selected document in order to attach a reminder to the email 5 Once Yes Include Attachments or No Attachments has been chosen a confirmation message is displayed to confirm whether or not the sections were sent successfully A The email operation concluded with the following results Line 3 was Sent Successfully Line 4 wat Sent Sepccessfully Love 5 was Sent Successfully Line 7 was Sent Successfully Loree 8 was Sert Successfully 6 The Assignee for each section receives an email for each assigned section PMAPS WebPro User Manual 81 Rev 8 28 2014 m Example email when the No Attachments option was chosen Subject WebPro Assembly Center Acme RFP Customer Satisfaction Brochure gt Message 8 Reminder ics 508 B This email is being sent from PMAPS WebPro You are responsible for this document in the Assembly Center for Acme RFP Click here to go to the relevant PMAPS Assemby Center Document The email does not include an attachment It does include a calendar reminder as long as the Section Due date was filled out before the section was emailed as well as
32. where you can rearrange and delete pages as well as assemble the final Pitch Book 2 To rearrange a page click on the page to move and drag and drop it to the correct location A large cursor indicates the new location Repeat this process until you have achieved the desired order and content for your Pitch Book PMAPS WebPro User Manual 59 Rev 8 28 2014 Partolpant Service c History of the firm Pe cearoh Cyole LH Cornerstone Produ LH Cornerstone Produ LH Cornerstone Produ LH Cornerstone Produ Pg 1 Pg 6 Pg 2 Pg 7 hE Dally Valued Inve cent vehloe Acre Capanden diaa trae neg of G LH Cornerstone Produ LH Cornerstone Produ LH Cornerstone Produ Pg 3 Pg 4 Pg 5 Click the magnifying glass for a preview Drag pages into desired order Delete pages by clicking on the red X 3 Click the remove button eo that page if you want to remove a page from the active Pitch Book 4 Click the Save Order button to save any changes made to the order of the Pitch Book Save The Pitch Book assembles starting at the top from left to right then down to the next row of documents and again from left to right LH Cornerstone Produ LH Cornerstone Produ Pg 1 Pg 2 Partolpant Service c LH Cornerstone Produ LH Cornerstone Produ LH Cornerstone Produ Pg 5 Pg 6 Pg 7 Click the magnifying glass for a preview Drag pages into desired order Delete pages by clicking on the red xX
33. you wish to filter by displayed in your dashboard view to filter for only that item in that specific column All other attribute options are automatically removed from the results screen 3 Repeat Steps and 2 to apply one filter to each of the columns you choose v TIPS When you right mouse click if you see the following Web menu you are attempting to right click in the wrong place This functionality only works within the Dashboard or the Search phe Results grid ig Print Preas i Refresh Export to Hioc Excel T iGoogle Search Quick Filters The Quick Filter allows you to apply one or more filters to your Dashboard Search or SmartCart results grids one column at atime You may apply auto filters using the Modify Filters icon uf Modify Filters or by clicking the filter icon applicable columns PMAPS WebPro User Manual 14 Rev 8 28 2014 that appears next to the column heading on 1 Click on the Modify Filters icon The WebPro Filters dialog box appears with no results 2 From the Add new filter drop down list select the field to filter 3 The display shows all available values in that field along with the number of records in each 4 Check the boxes for one or more items to filter 5 If desired add another filter by selecting an additional field from the Add new filter drop down list This list will display only the records that are under the filter established previously in step 4 Check one
34. 1 Select Search PMAPS only in the search options box 2 At this point you may apply any filters you like to narrow down the output Once the documents you want to export are appearing in the Search Results area continue to the next step 3 Click the Verify icon PMAPS WebPro User Manual 49 Rev 8 28 2014 4 The Request Compliance for Multiple Documents screen is displayed Divine Dr posalsoftw e Request Compliance Multiple Documents Show AllDocuments Show Totals Per SME Internal Review Only Create document s but do not email or track in Smart Cart Open Documents Using Word F put all documents in one file Show History Save Documents In Folder C Users Acer Documents Indude Attributes Table Add to Smart Cart Sends document to SME and adds to Smart Cart ener Add to Smart Cart Pending Tab 5 You may display the documents one at a time or totals for each SME 6 Choose Internal Review Only 7 Choose either a Open documents Using Word or b Save Documents in Folder Choose the folder from Microsoft Explorer 8 Click Include Attributes Table 9 For Order By select Main Topic 10 Click Submit Add to Smart Cart Send document to SME and adds to SmartCart 1 Select Search PMAPS only in the search options box 2 At this point you may apply any filters you like to narrow down the output Once the documents you want to export are appearing in the Search Results ar
35. 1 T Normal pag Tu a IF AO ae Te Whatisthe history of your company 4 Provide a briefoverview of your company Please describe any parent subsidiary affiliate os Buffalo Investment Company was founded in November 1935 Our company registered with the Securities and Exchange Commission under the Investment Advisors Act of 1922 in November of 1944 We have worked with chents just like Re 3 Make changes to the document 4 Click Save Bw If you decide not to save the changes click Cancel 5 Click on the Attributes tab and make any edits to the attributes For example if you have updated or verified the record s accuracy update the Date Last Verified If you have not verified the record but corrected grammar or a typographical error the date the Word document was last edited is automatically captured on the History tab ON Save your changes to the Attributes tab if necessary Delete Documents To remove a Q amp A Document from your database 1 Select the document by clicking on it in the Search Results Grid The record s text is displayed in the hypertext field PMAPS WebPro User Manual 29 Rev 8 28 2014 2 Click the Delete Document icon _o Add New Documents PMAPS WebPro offers multiple ways to add content Users can add new Q amp A records from an open Dashboard document as described in SmartAdd Users can also add new Q amp A records from the Search modul
36. 4 11 16 2009 12 4 2009 Acme Co RFP Institutions Core Fixed Income Blend Fl amp Equity 11 16 2009 4 Place your cursor in the RFP where you want the answered PMAPS WebPro User Manual 26 Rev 8 28 2014 Verify that the dashboard reflects the name of the proposal you are working on i me Working on Proposal Acme RFP Phase 1 6 Click on the Search module icon Search 7 Select the record with the PSI or other code in it 8 Click View 9 Select the paragraph containing the code and click Insert Selected Our Company Buffalo Health continues to work with its provider partnersin developing systems that serve to enhance the delivery of quality clinical care Ourfirm s efforts are again marked by the collaborative 2stablishment of well defined measurable outcomes Our goal is not to impose rigid or prescriptive clinical protocols on providers but we offer great respect to lt lt prospect name gt gt whotreat membersfrom multiple plans but rather to establish best practice guidelines coupled with measurement of standardizedindicators and reporting of clinical outcomes We have designed Our Company s Provider Profile Quality Index and disease management programsto accomplishjust that 4 10 When you are automatically taken back to your open RFP verify that the code has been replaced with the Prospect s Name Our Company Buffalo Health continues to work with its provider partners in developms
37. 5 When the Pitch Book is complete and you are ready to build your final document click the Create Pitch Book Checkout button PMAPS WebPro User Manual 60 Rev 8 28 2014 Create Pitchbook Checkout 6 The Downloading Documents progress bar indicates the status PMAPS Progress Downloading Documents 7 When you are prompted name the Pitch Book and save it to the desired location PMAPS WebPro User Manual 61 Rev 8 28 2014 8 Click Save iv _ a eens l o CCm Lbraries Desktop Pitch Books Gequnce New faker lt me p Search Pitch Boeta P He g bET Favorites Desktop library fumnge be Folder Pitch Bepics iN Mibraries Horne 4 Dekiog Date modified H tTI Decumenti a Music fe Pictures H Videcs 9 The Pitch Book remains in the Pitch Book manager in case you d like to use it as a template or add slides to it for a future Pitch Book When you are ready to delete the Pitch Book click the Delete this Pitch Book button Delete This Pitchbook v TIPS You may only work on one Pitch Book at a time Only Pitch Books that you have created are displayed in your Pitch Book manager when you are in the PMAPS CALENDAR MODULE Admins may choose which date fields automatically populate the internal calendar PMAPS Users with the appropriate permissions can view the calendar Please see instructions for applying that
38. 7 DOC ee unty Betty Manning a ve detail Please Retirement System JL The Resend icon allows you to automatically send documents displaying on your Sent out to SMEs Inbox All documents sent back to your designated return email address are displayed in this window The Inbox displays the following information Summary Document ID Proposal Name if in cloud and selected when entering search Owner Date Created Date Due Auto Verify Notes amp SME Wiehe iir etA ia 2 2 ah d E pmaps Web a Ds S mtemi zS M G ey BE a fl Se as me Mi je Bit p Pr EE pe r E s m aE ErP p Pit i r Lomm ome trae farsa LEAT D F a a ew a m eey xmmm CS Cy Le J ebr aiee img i To accept the documents back into the database the Admin can 1 Click on the SmartCart icon 2 Click on the Inbox tab 3 Click the box on the left of at the beginning of one of the rows of documents displayed in the Inbox 4 Click the Edit button to review the document make final changes and save 5 Check the boxes for all of the documents you want to approve PMAPS WebPro User Manual 57 Rev 8 28 2014 6 Click Approve v TIPS Instead of approving the documents one at a time you may instruct your SMEs to return their updates to the DBA Admin or Writer to review When the content has been approved for Re link into the database then forward the em
39. 9 2009 fee E _ All Vehicles _ Behaviors Health Business Analyst Jones Karen Retiree Specialist Some of the fields are required by PMAPS and some of the fields are required by your Admin We refer to required fields as mandatory You can easily identify mandatory fields because they have a light yellow background Following is a list of the types of fields in alphabetical order by entry type along with instructions for filling out each type of field Data Entry Fields 1 Click in the blank field 2 Type directly into the field PMAPS WebPro User Manual 114 Rev 8 28 2014 Date Fields Date fields in PMAPS not only track proposal and record milestones within the application but they can be displayed on an individual or group calendar for project management and planning purposes There are several ways to enter date fields in WebPro The easiest way to enter a date is by clicking on the calendar icon next to any date field and selecting the date Date Expires 49 34 9007 E The current day is highlighted Click on the highlighted day or select Today at the bottom of the screen to fill in today s date 4 December 2012 Su Mo Tu We Th Fr 26 27 268 29 30 3 5 Fi i0 1 1 24 31 Today December 26 2012 Click on any day to fill in that day s date Use the arrows to the right and left of the month to go forward or backward a month at a time Click on the Mont
40. Cap Pia Object Ae Bookmark Bi Cross reference _Tables Save Document Repeat these steps to update additional Q amp A documents from the Word document Delete Proposals 1 Select the proposal you wish to delete from the Dashboard 2 Click the Delete Proposal icon 3 You will be prompted to confirm the deletion TIPS L2 Your Admin will determine which users have permission to delete proposals from the Dashboard If you do not have permission to delete the icon will not be visible PMAPS WebPro User Manual iS Rev 8 28 2014 WEBPRO FILTERS Auto filters may be applied to any column displaying a filter icon 7I Each column represents an attribute located on one of the Dashboard or Search tabs You can modify the columns shown in your results view by clicking the Modify Columns icon available in both the Dashboard and Search results screens Click here to jump to Dashboard View Click here to jump to Search Results View Filters are also available in the SmartCart While you cannot modify the columns shown these columns were selected by your Admin and are customizable Single Selection Filter When you only need to select a single value in a column you many use a single selection auto filter 1 Select a column you wish to filter on for example Region The filter icon f in the column heading signifies that you may use an auto filter on the column 2 Right mouse click on the value
41. East Suite 727 Westport CT 06880 For more help contact support proposalsoftware com or visit proposalsoftware com PMAPS is a registered trademark of Proposal Software Inc
42. Notes to include the notes you entered in the Request Compliance Options window 4 Do not check Include History unless you want to include a report for the usage history of each record within the file you are sending to the SMEs 5 Check Include Attributes to include important record information PMAPS WebPro User Manual 110 Rev 8 28 2014 6 Click Add notes to the items if you want to include additional notes 7 Click OK 8 A confirmation of the number of documents you are downloading is displayed Click OK to continue Message from webpage l he aS h You have selected to download 1 documents Do you want to F continue a Gene 9 Click OK to continue and open the downloaded document to your computer 10 Attach the downloaded file to an email add the desired message and send to the document s expert 11 Once the content expert returns the updated documents file to you use the email or shared folder method to return the file to the system via the Indexer v TIPS Before you approve the updates into the system you may want to go to the sales doc that is going to be refreshed and generate a copy to save Instead of over overwriting the existing sales doc go to the Sales Doc module on the Navigation toolbar make a copy of the current sales doc and change the sales doc name to include the new version number 12 Once all the outstanding parent records are all returned to the Inbox approve
43. PMAPS WebPro Features Knowledge Bases Database View 139967 Steven Heffter Sun 11 29 09 multiple knowledge bases in a single UI YES YES PMAPS WebPro How was PMAPS developed PMAPS was developed from the ground up A team of marketing snd software specialists spent 7 Steven Heffter Wed 11 11 09 months tracing the entire proposal process from consultant through Please provide an overview of your firm Watson Wystt is the trusted business partner to the world s leading organizations on people snd Colleen Charland Tue 11 24 09 financial issues Our client relationships many spanning dec Describe your best practices workflow Steven Heffter Wed 11 4 09 Any documents you previously added to the Smart Cart through a compliance request verification request or have manually added are ready to be sent c Click the box in the first column heading to select all documents at one time or manually check selected documents 1f desired d Click Request Compliance emails the documents directly to the SME of record using a generic email template 1 To Request Compliance the following dialog box is displayed inaus Note a i E Include History fae Download an ICAL Reminder Include Attributes Attach an ICAL Reminder Change the SME Add CCs to email d d _ Add notes to the items 1 Document Selected 11 Do not check Include History unless you want to include a report for the usage history of each record w
44. UK Styles dor Upload French A 2 mch KB French Styles doc Upload German 2 inch KB German Styles doc Upload Italian a 2 inch KS Italian Styles doc Upload Japanese a 2 inch KA Japanese Styles doc Upload Korea A 2 mch KB Korean Styles doc Upload Master US 4 2 inch KB US Styles doc Upload 3 Select the language you wish for which you would like to upload the template 4 Click Upload Windows Explorer opens to allow you to choose the appropriate template from your network The uploaded file must end in doc or docx only File name German template dot Allies 1 5 The file name is displayed in the Description column PMAPS WebPro User Manual 102 Rev 8 28 2014 Add New Document with Parent Child Relationships 1 Click New Document to add the parent record This selection determines which document is the parent Even if you do not have the parent version of the document but have the content for one of the child documents proceed and select the parent template The text in the parent document is always sent out on all the child documents for translation Be sure to make your selection with that in mind IA Add New Document sm pmaps Webs Add new document from this template NO TI D i an Master US Portuguese Brazilian Spanish 2 Select the parent record language from the list re Add New Document E l Add new document from this template gt 3 Click Create The new blan
45. _ Use Synonyms PMAPS Oni Any Word Compliant y is iate ET Save Preferences Question Only Q ExactPhrase Non Compliant Summary Field Only 1 Decide which areas of content you want to search through You have 4 options All Content includes all indexed content Your admin can index any files on your network intranet or internet This option automatically includes all indexed content along with PMAPS content e g Word PowerPoint presentations PDFs etc PMAPS Only restricts the search to PMAPS content Question Only restricts the search to only the PMAPS question Summary Field Only restricts the search to text located in the Summary field on the Attributes tab 2 Choose the method for how PMAPS matches what you enter in the Search field to the content You have four options All Words retrieves documents that contain all words in the search criteria field This means that every word in the Search field must be somewhere in each document you are searching in order for them to meet your criteria Any Words retrieves documents that contain any of the words in the search criteria field This means that if you are searching for three words your criteria will be met if one two or three of the words exists in a document Exact Phrase retrieves documents that contain the exact phrase in the search field Note there are issues with this option Itis recommended that you do not use
46. a file the v icon is displayed See the Assembly amp Project Management Center Icons list for examples of the available icons To link the section to a file 1 Click the Q icon in the Type column 2 Choose the appropriate option for the file you are linking PMAPS WebPro User Manual 77 Rev 8 28 2014 Link to the existing RFP client questionnaire or standard questionnaire This option automatically links to the questionnaire that has been uploaded to the cloud Link to the exisiting RFP v TIPS Linking to an existing RFP ensures that your Word Replacement codes will be functional Link to a Q amp A or Indexed document in PMAPS Enter the document ID of the database record you wish to link Link to a Q amp A or Indexed document rere e errr rere reer reer errr terrier rer rere errr reer eter eter rrr rere rer r errr eer re rr reer rere rr etree rrr reer rere rrr rer erer rrr reer rte rer rer treet errr rrr ttre errr rrr Upload a document to link to from your computer Browse your network to locate the file to link to Upload a document to link to from your computer Pee eee eer eee errr rere rere etree reer ere ere reer errr eer rere errr rr eee e rere rere errr rere rere eer errr rere ere reer er reer rer terete er reer errr ere rere eee ier Link to a document on the web Enter or paste the url address to complete this step Link to a document on the web Pere er e
47. ail recipients may also have a reminder on their calendar 12 Click Add CCs to email if you d like to send the document not only to the identified contact SME but also additional recipients PMAPS WebPro User Manual 54 Rev 8 28 2014 Status when in SmartCart When any document is in the Smart Cart a note is displayed to show the user that it is in review This will be displayed if the person requesting compliance requested it on the entire doc and choose to overwrite the existing document not create a new one Compliance has been requested on this document C Compliant Docs E Non Compliant Docs E Per Bid Docs iew Items per Page i Reset Sort Filters Page 1 gt Once the document is returned follow the process under SmartCart Inbox for updating documents within your PMAPS application The update will be reflected automatically in the Search module Clicking Edit icon allows you to open the document for editing For instructions on editing documents click this Editing Documents link Download SmartCart Items Instead of emailing your documents to the SMEs directly you may want to download your documents to your computer and manually attach them to emails To download your documents 1 Click Download The following dialog box appears Mark downloaded items as sent Include Notes Include History Ingude Attributes osu net 2 Click Mark downloaded items a
48. ails to the Inbox email so users with appropriate rights can mass Re link them with the check of one box Pitch Book Module Overview The Pitch Book module allows you to assemble two types of indexed documents Microsoft PowerPoint and Portable Document Format PDF You may not mix document types in one Pitch Book For example you are working on a PowerPoint presentation and use the Search module to find existing presentations to use to build this new one You can add one or more or all slides to your Pitch Book from the Preview mode from as many existing presentations as needed Once you have added all the slides desired you can access the Pitch Book to organize the slides by moving them around or deleting The Pitch Book stays in your queue until you delete it Once you have incorporated all the slides and arranged them appropriately you can checkout and develop your new presentation file saving it to the appropriate location on your server or desktop Note Refer to the Administrator manual for instructions on Indexing Documents You must have a WebPro license to index documents Web Essentials users do not have the ability to index documents If you are a Web Essentials user and would like to upgrade to WebPro please contact your Sales Rep or Client Relationship Manager at Proposal Software Inc at support pmapswebpro com Adding Slides Pages to the Pitch Book To add pages or documents you must be in Preview mode The follow
49. ame field and enter the name 6 Continue tabbing through or clicking on the fields that you need to complete on the Summary tab PMAPS WebPro User Manual 5 Rev 8 28 2014 7 Continue on to the remainder of the tabs and fill out all fields as directed by your admin hboard 8 Click on the Dashboard tab 9 Click the Save icon to save your changes If you attempt to exit the proposal before saving your changes the following prompt is displayed Windows Internet Explorer a Warning Tou have unsaved changes If you navigate to a differant proposal or change options changes wil be lost Now that you have logged in your proposal you are ready search for database content and insert it into your questionnaire or document Make sure the document you want to complete is open on your desktop by doing one of the following From the proposal dashboard select the proposal you want to work on and click the Edit button me to open it Or Open the document on your desktop v TIPS If you are ready to work on the proposal that you just logged in you may skip to the Search Module Responding to Proposals You may edit a proposal that has been uploaded to the cloud as long as another user has not checked the proposal out If someone has the proposal checked out it will alert you to that fact To edit a proposal 1 Select the proposal on the Dashboard by clicking on it The proposal is highlighted ____ Datetntered
50. and can toggle back to show them again by clicking Show Options link PMAPS WebPro User Manual 18 Rev 8 28 2014 Hide Options show Options Searching and Inserting There are several ways to search for text Searching with the Viewer by highlighting a word or phrase and clicking the binoculars Searching with the Viewer by entering text into the Viewer Search text box Entering text directly into the Search field Pasting copied text into the Search field Searching for nothing search field is empty brings back all documents according to any options selected Search using the asterisk as a wild card For example searching invest returns all documents with any form of the word to include invest investing investment investments etc v TIPS Remember to select your Search Options before searching PMAPS WebPro User Manual 19 Rev 8 28 2014 Insert Full or Insert Selected Searching with the Viewer The Viewer is a floating toolbar that allows you to select text from any application that is open on your desktop To search with the Viewer l 2 6 OR From the proposal Dashboard choose the proposal you want to respond to Click Edit Proposal to open the Word document From your open Word document highlight the text you wish to search for Click the Binoculars icon on the PMAPS Viewer If you have already logged in and checked the Remember Me box it automatically performs
51. anish 3 Click Apply At this point you may process all of the parent documents or further filter by any other Attribute to select fewer documents If your database is segmented by Sales Docs documents versus the Q amp A Records be sure to select that filter as well 2 Use the Verify module to put the parent documents in the Smart Cart for emailing to the SMEs a Click the Verify icon aa TE Li f of dew b Click OK to confirm 2 Are you sure you want to run the verify process on these results c Your selected documents are displayed in a table d Choose Add to SmartCart Pending Tab 1 Internal Review Only Create document s but do not email or track in Smart Cart 8 Open Documents Using Word put all documents in one file Save Documents In Folder C Users Betty Manning Documents Add to Smart Cart Sends document to SME and adds to Smart Cart Add to Smart Cart Pending Tab e Click Submit PMAPS WebPro User Manual 108 Rev 8 28 2014 3 Use the SmartCart module to email or download the documents for sending to the SMEs a Click on the SmartCart icon on the Navigation toolbar smart Cart b The SmartCart Compliance screen appears e AEEY ending us Sent 15 inbox S View Requests to Al Requests 35 e View 15 Y Items per Page Reset Filters Page 1 ncite Knowledge Festure incite Knowledge Manager PMAPS WebPro
52. ark the event complete or change some of the previously selected options You cannot change the Proposal Name from this screen Selected August 14 2009 No 8 14 2009 High Proposal Due State of New York Small Ca Questionnaire Getty Manning PMAPS WebPro User Manual 64 Rev 8 28 2014 REPORTS MODULE Custom Reports 1 Click on the Reports icon on the top tool bar Tae abe Of 4 m C Reports amp 2 ea 2 Click on the Custom Reports option to create customized reports Mariata E a ey WebPro Reports Custom Reports 5a PE Built in Reports 3 The next window will show a log of all reports and includes details about each report as shown below EEE o oo aa a 9 4 2009 9 9 2009 3 40 PM Tammy Dungen US N Tammy Dungan RFP Log Peppa Tammy Dungan opa Tammy Dungan Records Not Used toep Administrator Soto pan Administrator Most Recent RFPs pahane j Se pela 7 Cindy Griffin Most Recent Revised Records agaaa Administrator min Steven Heffter Proposal Log pa j Administrator a e Administrator Main Topic PMAPS WebPro User Manual 65 Rev 8 28 2014 Create a New Report Select Tab 1 To create a new report click on the New Report icon 2 Select the type of report from the drop down list a Proposals This option will bring up all the available tracking label fields to include in your report b Q A Documents This option will bring up all available search attribut
53. atory yellow fields must be completed 12 Click Save 13 Click the radio button Request Compliance Immediately PMAPS WebPro User Manual 39 Rev 8 28 2014 14 15 16 17 18 19 20 21 22 23 24 2 res Request Compliance Options How do you wish to save Save to Smart Cart Request Compliance Immediately Save Without Requesting Compliance 5 6 2011 EN C Save an iCalendar Event Notes Please provide a response to this question Overwrite existing O amp A Enter the Due Date This field is mandatory Enter a note for the recipient The Overwrite Existing Q amp A box is checked Do not uncheck this box Click Save This processes the record through the SmartCart The compliance email template is generated the record is attached to that email as a Word document and the email is sent to the SME you assigned in the Attributes 1g Proposal Editor Go back to the open proposal by clicking on the Proposal Editor icon in your task tray Locate the question you just added to the database We are going to link this question to the record to automate insertion once we get the response back Go to the end of the question and press your keyboard Enter key twice to create a line to insert the answer placeholder into Highlight the question you just added to the database Click the search binoculars on the PMAPS Viewer applet Select the question you just added
54. b Essentials there are several Built in Reports neviontion O Oo Please change your IE settings to IES or IES Compatibility mode before running these built in reports py Proposals Shipped Reports Marketing Reports ke Number of Days Given to Respond to RFP Reports 2 Declined Quotes Reports 23 Consulting Firm Reports E Search Records Inserted Reports Expired Search Reports P For example the first report on the list is the Proposal Shipped Reports 1 Click on the Proposal Shipped Reports The following screen is displayed PMAPS WebPro User Manual 70 Rev 8 28 2014 Date Proposal Shipped e g MM DDIYYYY e 9 MM DDIYYYY Category Oo Asset Class Strategy Consulting Firm Vehicle Lead Writer O 2 Select the Date Proposal Shipped range Output To Graph Tabular 3 Select the Category The category names reflect the customized names you have assigned to the Summary tab of the Tracking module 4 Select the Output To 5 Click the _ icon to run the report SALESDOCBUILDER WIZARD Complete a Form to Generate Proposal 1 Login to WebPro 2 Select or log in the proposal for which you want to complete a SalesDoc If you need to log in the proposal follow the instructions for Add New Proposal 3 Select the proposal by clicking on it on the Dashboard The proposal will be highlighted in blue 4 Click the Create Sales Doc icon PMAPS WebPro User
55. begin with the Summary tab Review the list of fields that you have already chosen or were entered by default under Visible Columns Click the item that you want the new field to precede On the Summary Columns list click the item you to add it to your view Click the add icon Add additional fields from the Summary tab by repeating steps 3 7 If you are finished adding columns to your Dashboard click OK If you are not finished choose another tab from which to select fields and repeat steps 3 7 to add the remainder of your desired fields Removing Columns l 2 Click Modify Columns on the Search screen The Select Columns screen is displayed In the Visible Columns area click the item you want to remove PMAPS WebPro User Manual 122 Rev 8 28 2014 Visible Columns Other Writer Reset Wedifications 3 Click the Remove icon 4 The item is moved from the Visible Columns to the Column on the tab where it is displayed in the application 5 Click Ok Lo Move Columns to the Left on the Dashboard 1 Click on the field name that you want to reorder 2 Click the Up arrow to move the item up Each time you click it moves the item one row up Move Columns to the Right on the Dashboard 1 Click on the field name that you want to reorder 2 Click the Down arrow to move the item down on the list Each time you click it moves the item one row up v TIPS L2
56. bookmark related to the selected text will be in the Bookmark name field This is the GUI ID for this Q amp A Sortby Name Location Hidden bookmarks 3 With your cursor select the first 8 characters after the qa_ and copy to your clipboard Then click Cancel 4 Goto your Viewer toolbar and paste into the text field followed by an asterisk then click the binoculars icon or hit the Enter button on your keyboard 5 Copy the response you are updating to PMAPS to your clipboard 6 Return to the Viewer toolbar and click the binoculars icon You may have to click twice as the first click may only activate the Viewer as your current application in Windows 7 You will arrive on the Search page where this record automatically is selected 8 Click Edit Document icon This will open the record for editing 9 With your cursor select the entire area included between the two bookmarks Remove the bookmark in the Q amp A document by clicking on the Insert menu tab and selecting Bookmarks click the Delete button and then the Close button There should be no PMAPS bookmarks in the Q amp A documents PMAPS WebPro User Manual 12 Rev 8 28 2014 Page Layout References Mailings Review View j P 10 a Footer 7 Picture Clip Shapes SmartArt Chart Art Page Number illustrations J links j Header amp Footer _ E Quick Parts 2 Signat l Al WordArt ES Date amp Fox A Drop
57. ccccccssssssssssssccccccsccssssssscccosses 113 Capi Dara min WV COT 1 Onea a E E 113 PMAPS WebPro User Manual IV Rev 8 28 2014 LDQ QGUEMEN SLC LLG emia rene anate dt te ane earner cetne ane A A ARARA 114 DDO VIS EEN TSA ANE ETES A E E E E EA A 115 Ener Date MIG ss cascncssninacnaacsasavnccets via davvuss EE S EE EA EES ters 115 Pick List Drop down list Fields Single Selection cc eeeseeeeeceeeceeeeeeseeeeeeeeeeeeaas 116 Pick List Fields Single Selection Internal Contact Master cc seeseseseseeeeeeeeeeeeeeees 116 IVT OIE SE Lenon PIC k LGU seers cots cate e E E EE 117 Edit Values Edit Add to Pick Lists 0 0 0 ceccccccccecccceeeesseeeeeceeecaeeeeseeececeeeessaaeeeeeeeeeeeaaas 117 Adda New Chent NAME sssrinin e e ase ASEE NS OEE naie 117 Ada an Internal ONTO esseni E T 118 CHOOSE WISER Pr ClO ON Ces ccsteciesesesescessareneivsssecsvestestesssuoesdoscavsactvscsedscuaisessssseceueussansuaeusectcsseces 120 ND ASTO AG VAC oea ac eecat atone ua sen somes tk E E E E seem eaten 120 Modifying Dashboard COLUMNS cccccccccccc cece eee eeeeee cece eee eeeee cece seeded ae eeeeeeeeeeesaaaaaaaeeeeees 120 UA OLIN S aacsecal siesta E soe tersens E E 122 TCTIOVIN GE ColumiiS i vassh vic caicctarsrtinaeieienleneiusoxachuie EE 27 Move Columns to the Left on the Dashboard oiccccccccecccccccssseecccc ccna eeeeeee ceca eeeeeeesaaeneeeeeeas 123 Move Columns to the Right on the DASADOQIA cccccccccceseecccc cee eeeee
58. ch Choose a Saved Search Choose a Saved Search USA General Firm Info v TIPS Hovering over any of the search buttons displays a help balloon describing the function of that button Your search term s will be highlighted in the preview text on the results screen Additional words that contain your search term may also be highlighted For example if you search the word implement your search results will only show records that contain the word implement however if the word implementing is also in the record you will see it highlighted in the preview text as well Delete Saved Search Users may delete their own Saved Searches When a user clicks on Open Search it displays only that user s list of saved searches The user also receives a warning prompt them that it will delete the auto Verification if one exists based on the filter they are deleting Windows Internet Explore g Any werlfications scheduded on thes search wi aso be deleted Is this ok nes PMAPS WebPro User Manual 28 Rev 8 28 2014 Edit Documents 1 Select the record you want to edit The record text appears in the Hypertext field and the attributes are highlighted in the Search Results grid 2 Click the Edit icon The edit screen is displayed a Find P A mernewtonn n a SRAM aace AaBbC faca AQ BOE le Select Editing misi J B A 7 abea Aar 2 A Emphasis Heading
59. cts How can potential clients expect this product to perform in down markets What is it about your investment philosophy that would make you respond in this way Describe your investment philosophy for the product Do you plan to close out this product to new investors at a given amount of assets If Comment BAM7 Assizned to Mamie Betty on 2 17 2011 9 27 55 9 When all the assignments have been made click Save to PMAPS and close your proposal The minute you save WebPro sends Outlook emails to all contributors informing them that an individual question section or multiple sections from an RFP were assigned to them The email includes the number of assignments the name of the proposal and a hyperlink to the Assignments area where they can view and complete their assignments From ie beta email pmapswebpro com To betty manning proposalsoftware com Ce Subject WebPro New RFP Assignment praposalsoftware You have been assigned 5 sections by Betty Manning in the proposal Acme RFP Click here to view your assi For each proposal assigned the assignees only receive one email that displays a count of the number of assignments along with a link to the assignments PMAPS WebPro User Manual 88 Rev 8 28 2014 Completing Assignments Contributors To view and work on assignments contributors may 1 Click the link in the email to go directly to the RFP Assignments module You have been assign
60. dding or editing of Pick Lists al Update Calendar _ Default Value Yes Disable Field Required on Ad Hoc Sales Doc Edt Values 2 Go to the bottom of the screen and select Edit Values PMAPS WebPro User Manual 117 Rev 8 28 2014 Edit Values 3 An Edit Options screen will appear The screen will vary somewhat based on the type of field you are editing For example the Client Name field on the Dashboard and all contact name fields contain additional fields within the Edit Values and allow you to store more information such as title email phone and more 3 Click the Add button on the bottom of the screen 4 Enter the value you want to add to the list 5 Click the Save button to save the new name 6 Click Close to exit the screen Add an Internal Contact 1 Select any proposal from the Dashboard 2 Click on the Summary tab 3 Scroll down to the bottom of the page to the People area 4 Choose any field displaying the Rolodex icon PMAPS WebPro User Manual 118 Rev 8 28 2014 fu 5 Click on the icon The Label Definition screen is displayed Label for Screen 4m Label Desciption Bid Manager gt Bid Manager User must complete field before saving F User must complete field after Ship Date Administrator editing only Administrator adding or editing of Pidt Lists L Update Calendar C Defauit value Yes Disable Field st keep the same meaning of field 6 Click Edit Values
61. e Show all users link The Assign Section To list now displays all PMAPS users Select the contributor from the list This new name will appear on the short list until removed To remove a writer from the short list click on the name on the list then press delete on your keyboard PMAPS WebPro User Manual 86 Rev 8 28 2014 Due Date the date when this answer should be completed by When you select the Due Date for the first assignment that date is automatically populated for the remaining sections However you may choose a different date for each section 4 The system inserts a bookmark around the selected text in the proposal that will later be used to merge the completed sections together This is similar to how the Q amp A bookmark is formatted 5 The system creates a comment to the right of the section displaying the following information Assigned to On Date and Time 6 Continue through the document assigning all sections To increase your speed for this task try this a Click on the Assign Section To field b Begin typing the last name of the contributor into the field unit the system lands on the correct name c Press Tab on your key board twice which will land you on the OK button if you need to change the date tab only once and change the date and then tab again d Press Enter on your keyboard to save and return to your questionnaire PMAPS WebPro User Manual 87 Rev 8 28 2014 Sample Qu
62. e with options to use a specific Word template Additionally at your Administrators discretions WebPro users can also add PowerPoint Excel and Adobe PDF files to the Search module through the Add New Record function SmartAdd Working within an RFP in the cloud users can now highlight a question and answer pair and add it to the Search database using the Smart Add feature with just a few clicks 1 In the Proposal Editor window highlight the question and answer you wish to add r 2 Click Add Q amp A Ld WebPro will open a new database document and automatically paste your selected text into it being sure to add two hard returns after the question text as shown You may also format the records as needed during this step tiesto a a n a a a a O os aa bm Lew Fi viii rii aipha ihe Ee ia ein aliro Aag Aa Ri Ae Aab P grete rem et P ean re ai e FSS oe Uhmm ieee Hemen Hones 3 Select an Attribute Group Adbigule Graup Hobe 4 Enter any notes you like which will be inserted into the Notes tab of the record PMAPS WebPro User Manual 30 Rev 8 28 2014 5 Click Add New Record To add new content from the Search Module 1 Click the icon pmaps Web n beens kes es 5 376 Documents Found 25 8088 J o dee Add Record 2 You will first need to select the document type you wish to add In this example we are adding a typical proposal Q amp A type of document using Word Th
63. e information to insert into your proposal e Click the Insert Full button f Choose the document to insert into Proposal Software Proposal Section Assignment Editor Microsoft Word re PMAPS Application Selector fo E zz Insert Where Active Applications p Al Software P 1 Section Assi t Editoc Insert Into Selected Application x 2011 Log xlsx 5 Use Destination Styles sma Microsoft Excel i oe as Match Destination Formatting J ansie eara Whats New in 3 0 0 60 docx Define Formatting C Keep Text Only Copy To Clipboard Cancel Use this Application for all insertions from now on PMAPS WebPro User Manual 90 Rev 8 28 2014 Proposal Bid Managers or Administrators All Assignments that have been made are displayed on the Assignments tab of the current proposal or on the RFP Assignments screen from the Navigation bar The RFP Assignments module icon is displayed at the top of the screen The icon is highlighted if the current user has any open or not yet completed assignments If the user is an administrator they will be able to filter the list based on a single user When the user clicks on the link they see a list of all assignments that are assigned to them 3 Proposals Found 7 Results Filtered P Working on Proposal Acme RFP Followup i Evaluation RFP Assignments for All Users Acme RFP Section Date Assigned Assigned By Date Due Assigned To Proposal Assigned Status Complia
64. e to Admins refer to the Administrator Manual If you have questions about database customization please contact your designated Admin The Admin also controls user permissions within WebPro If you select an option and you do not have permission to work with that option a message is displayed to notify you Therefore even though there are instructions in the User Manual for adding and deleting proposals adding editing and deleting documents using the SmartCart to send documents to your SMEs for updates or new answers etc you may not have permission to complete these tasks If this is the first time you have logged into PMAPS you may want to take a few minutes to familiarize yourself with the functionality of the database fields v TIPS If you re not a first time user you may proceed directly to the Dashboard Module section Capturing Data in WebPro Whether you are logging in a new proposal or adding a new record to your database you are required to fill out certain fields PMAPS WebPro User Manual 113 Rev 8 28 2014 Basic Information Consultant Information ciettame London Borough fB S comme fw Peossitame London Borough fBrent we ooo a Detailed Information Relevant Dates i cc Asset Class Equity Domestic g Declined Date Declined El aa Date Due 5 99 2009 ee eee 5 28 2009 Extension 2 E Gl g Who Extended me OOOO D pee 15 29 2009 EE Date Shipped 5 9
65. e to overwrite from the Dashboard 2 Click the Edit Proposal icon This opens the linked proposal If you chose start with a blank document when you logged in your proposal the linked proposal is a blank Word document 3 Click the Overwrite proposal icon The following prompt appears PMAPS WebPro User Manual 7 Rev 8 28 2014 Contirm Overwrite P Gre you sure you want bo overwrite this document with a local one TE te 4 Click Yes to confirm Your Windows browser icon opens Navigate to and select the document you want to replace the blank or current document with 5 Click Open The new document replaces the old one 6 Click Save to Pmaps to save your changes Re link Document This Re link icon a omaia re inserts ALL documents you inserted from PMAPS into your open proposal This is an excellent tool for repopulating a proposal you have done in the past with current information in PMAPS Dashboard Options You can dramatically decrease the time it takes you to locate proposals in PMAPS by selecting various options and saving those preferences SSS o My Line of Business Only _ In Process My Proposals Only e Rd ifn ree You can access the Dashboard options by selecting the z Show Options toggle next to the Search bar After making your selections you can hide the Dashboard Options by clicking the Hide Options Enter the proposal name into the Search bar to locate
66. e you want to export to Excel 5 Click OK to produce the report Update Q amp A Document from Proposal Document This process allows you to update your PMAPS library from a Word document where the response has been modified and you wish to update the PMAPS library with the modified response You must have used the Insert Full option to insert a response into your proposal document where a unique bookmark is associated to that Q amp A allowing you to quickly search PMAPS and update the contents of a Q amp A from the proposal Word document Bookmarks are only available in Word so this activity is limited to Word documents Also the bookmarks must not have been removed are the link between the Q amp A and Word document will not exist and you will have to manually search for that Q amp A using a regular text search PMAPS WebPro User Manual 10 Rev 8 28 2014 When you insert a Q amp A from the PMAPS Search library into your proposal document Word it adds the unique GUI graphical user interface ID identification as a bookmark uniquely associated to that text in your Word document You can look up the Q amp A document in the PMAPS Search library using the GUI ID so that you can quickly update the Q amp A from the Word document To perform this reverse look it up use the first 8 characters after the qa_ and perform a search in PMAPS This process is outlined in detail below with screen shots 1 Open the proposal Word document that
67. ea continue to the next Step PMAPS WebPro User Manual 50 Rev 8 28 2014 3 Click the Verify sonl 4 The Request Compliance for Multiple Documents screen is displayed a Request Compliance h pi pr posalsoftwa e Request Compliance Multiple Documents Show AllDocuments Show Totals Per SME Internal Review Only Create document s but do not email or track in Smart Cart Open Documents Using Word F put all documents in one file Show History Save Documents In Folder C Users Acer Documents Indude Attributes Table ae Add to Smart Cart Sends document to SME and adds to Smart Cart y Document Status z Add to Smart Cart Pending Tab 5 You may display the documents one at a time or totals for each SME 6 Choose Add to SmartCart Sends document s to SME and adds to SmartCart 7 Click Include History only if you want the history of every proposal you used each record for 8 Click Include Attributes Table if desired 9 Select from the attributes listed in the Order By drop down to order the records 10 Click Submit Add to Smart Cart Pending Tab 1 Select Search PMAPS only in the search options box 2 Under the Type column right mouse click on one of the Q amp A icons which excludes all non Word documents from the search results PMAPS WebPro User Manual 51 Rev 8 28 2014 3 At this point you may apply any filters you like to narrow down the output Once the doc
68. ed 5 sections by Betty Manning in the proposal Acme RFP Click here to view your assi ents 2 The RFP Assignments module shows only the current PMAPS user s assignments for all proposals they are contributing to unless the contributor is also the Proposal Bid Manager Lead Writer or has an Administrator role In that case the Proposal Manager would see all assignments for all proposals they are associated with If the current PMAPS users is an Administrator they would see all assignments for all proposals pmaps Web rs 5 a B Ge Refresh Status Export nevigetion Section Date Assigned Assigned By Please provide us witha co 2 17 2011 Betty Manning 6 Describe yourissuese 2 17 2011 Betty Manning Has the firm its parent orga 2 17 2011 Betty Manning What are vour Firms marketi 2 17 2011 Betty Manning Briefly describe the philosc 2 17 2011 Betty Manning To see all assignments for one specific proposal Date Due 3 31 2011 3 31 2011 3 31 2011 3 31 2011 3 31 2011 Assigned To Betty Manning Betty Manning Betty Manning Betty Manning Betty Manning 1 Select the proposal from the dashboard 2 Click on the Assignments tab 10 Proposals Found Section Please provide us with a ci 6 Describe vour issue s Has the firm its parent orgi What are vour Firms market Briefly describe the philos Date Assigned 2 17 2011 2 17 2011 2 17 2011 2 17 2011 2 17 2011
69. ed languages uncheck the box es and click Save This automatically adds an additional empty Q amp A record for each selected language Options Overwrite existing Q amp A Create Child Relationships Due Date PRS l Chinese Simplified Chinese Traditional i i m 3 English UK French Once refreshed the search results screen displays all child documents successfully added Only the parent document includes content at this point The child documents are still empty The documents will contain content once they go through the translation process PMAPS WebPro User Manual 104 Rev 8 28 2014 10 Click on the Related tab to show the relationships of all 12 documents to each other Each document can be a parent or a child lf you make this document a chiki iO a cca for it If you make this document a parent you may pick one or more chikiren for Relation Type Parent with 12 children Document ID W Add Related Document k Add Child Document Chiki Chiki Chiki Chiki Chiki Chiki Chiki Chiki Chiki Chiki OS BS Gd BS Bd OS BS Od Bo Bd Ov F PMAPS WebPro User Manual 105 Rev 8 28 2014 Send Parent documents out for update 1 Filter for all or a portion of the parent documents a Make sure your search options are set to PMAPS only For Parent Child documents only Q amp A document types may be sent out through the system for update If you have just changed this from any other option be sure to click Save
70. eeec ca eeeseeeseaaeeeeeeeas 123 Reset Modi eall Ons sweasacat sco titn nei e ines stele E EE EE n a eio 124 CARES V EN aee E 124 Sedem Results GIG ecer bnina an na ann E E E ROEE R A E aa 125 Modine CONUS seri N 125 Ada COLITIS ora E ns E E E Passo a a Sai A E E E 126 Removing ColuMHNS ssn crartucbyusteciesiesmeaiucbutsiedertashaductousioaertaamesuubitsedertneiadusboideoerioaneucbinsedeaianss 126 ENA N E T A E EE EEE E AO E E S A 27 Select International Date Forma css cesicaasacnstansscansessacosteosacsuiasadeyatantesapetacidonteeansesiessanies 127 PMAPS WebPro User Manual V Rev 8 28 2014 ABOUT THE WEBPRO USER MANUAL Throughout the WebPro manuals there are graphical representations of screens Please be advised that due to client application customization the names of some of the fields in those graphics may not match the names you use within your application v TIPS This symbol indicates a tip or best practices suggestion for WebPro users ADDITIONAL RESOURCES Return to the PMAPS Portal for additional resources including our Administrator Manual Quick Start Guides Videos Known Issues List and access to other support services LOGIN INSTRUCTIONS 1 Open Internet Explorer and go to the assigned website URL provided by your administrator User Name Password L Remember Me LOGIN TO PMAPS WEBPRO Forgot your password pmaps Web re 2 Enter the user name and password provided by your administrator v TIPS
71. en click PMAPS WebPro User Manual 31 Rev 8 28 2014 3 Choose whether you want to upload an existing document from your computer by selecting the Browse button or choose from a Template to open a blank document in PMAPS In this example we have chosen a Template from the drop down list For more on Templates please see our Administrator Manual pmaps Web re Browse Add new document from this template 4 WebPro will open a new PMAPS document with two tabs In the Edit Document tab you will type or paste your new Q amp A content making sure to place two hard returns after the question preposalsi iWal new record B Eat Document Amnutes ni 9 Ole Home insert Page Layout References Mailings Review View Acrobat A TimesMewRom h Aa Aa D a aa A A a AAE AAE AaBet AaBbe AaBbt AaBbC AY Pa nae Myle ste PF Format Painter Bi U d amp x x Y A z DE i ee TPO SINP COV SINP CO SINP Hed TNP Hed IAP Hed TOWPMed 5 Chora Chipboard Fort Paragraph Styles When is your company s annual conference s Generally heldin November our annual user conference covers a variety of topics for all user levels over a two day event including networking opportunities Specific dates and locations vary from yearto year 4 PMAPS WebPro User Manual 32 Rev 8 28 2014 5 Then click the Attributes tab or use the arrows to navigate 6 Select an Attribute Group from the drop down list
72. endsigedactsesdenasadaadecties 23 PPV DOIN asa ccate tots peso teen meee e nases E leu at vosseuee A suc baie oveem eeepaieedesenanaee 24 PMAPS WebPro User Manual i Rev 8 28 2014 Search amp Insert Manually Outside of the ClOU o oo E E EE E ET 24 Oe SCAR BCA CS E E EE A 2D TPS CUES 11 00 Coa aasreresus tance wade E E E E ese 25 E E A a E E E E E A EE T A T 26 OCA E 01 6 EERE ee EAE E E eee 27 OD VE O CI EE E E O E O 28 Deke SCG COT OM acess enr a aE NE Er E E E EERS 28 ant WO CUNMNCINCS sss E EE E A E E 29 DeLee DOCUMENTS oirr EEE EEEE EEE E EE S 29 Add Nev Docomon 30 A e E E E E E E E E 30 AUEL NEW R CO en E E E E E O E E ES 31 Download Checkout and Upload DOCumMments cc ceeecssccccceeceeeeesseeecceececaaeeeseeeeeeeeeeaaas 35 Download Checkout DOCUMENIES cccccsecccccc cee eeeeece cece eeeee cece ae eeee cece ea eeee ee ec ca aa eeee sean a aeeeEEEaS 35 UPEA DOCU TS yr aa N E E E E EA E E E 36 Coe a ADTA O e a AG 38 Add a New Document to the library with a placeholder in your questionnaire 39 Add a New Document Need Answer Requesting Compliance cccccccsseeeeeeeeeeeeeeeees 41 Add a New Document with Word Replacement Codes cccccccsssesseeeceeeeceeeeeeseeeeeeeeeeaaas 43 Sending Documents to SMEs for New Answers or Update cccccceseesseecceceeeeeeseeseeeeeees 44 Requesting Compliance IMmMedtdtely cccccccccccsseecccccceceeeeeeesseeeeeeeeeeaaanssseeeeeeeeaaaaans
73. entation for that insert However this screen is displayed for each insertion Font style Regular ETE Oblique Sample E Strikeout Underiine Kept Text Only This option discards all formatting and non text elements such as pictures or tables The text takes on the style characteristics of the paragraph where it is pasted and takes on any direct formatting or character style properties of text that immediately precedes the cursor when the text 1s pasted Graphical elements are discarded and tables are converted to a series of paragraphs 11 Click Insert The answer is inserted into the chosen document on the first blank line below the question you were searching in It also inserts an extra blank line for spacing between the question and the answer You are returned to the selected document to continue searching 12 Repeat Steps 1 through 6 to complete your document PMAPS WebPro User Manual 22 Rev 8 28 2014 As long as the PMAPS Viewer and IE remain open the Application Selector is not launched for subsequent inserts The application selector automatically inserts into the document you selected until you close Internet Explorer or the PMAPS Viewer After you close IE or the PMAPS Viewer the very next time you click on one of the insert buttons or the preview button the Application Selector is launched again for you to select the document you are working on to insert answers into v PMAPS VIEWER TIPS The
74. er ee rrr ere ere reer rer ert rrer rr rer rrr reer rt tte r treet errr terete rere rer rere tert treet er eter tert r ert rer trer ttt te tr irrrr rr irr ret ttt tr etree titer 3 Click OK v TIPS You may link files to the sections at any time during the process However you will not be able to assemble the document until you link all the sections to a file 4 Change the Status if desired PMAPS WebPro User Manual 78 Rev 8 28 2014 13 Check Include if you want the current item included in the assembly This option allows you to add items to the project that you don t want or need assembled The Admin that created the template may have filled out the Person Responsible However you may change it at this time Fill in the Section Due date Add the Completed date once you have finalized the section When you are ready to email the sections out fill out the Assigned date Under New Page choose the section format from Paragraph Break Page Break Section Break Continuous Section Break Next Page Check the Merge box if you want documents merged together For example if you split up the questionnaire and assign different sections to different members of the proposal team this feature will join the document back together during assembly The Notes field allows you to enter notes pertaining to the section When you email the section out for completion the Notes are included in the ema
75. es to include in your report 3 Type in the name of the report for example Proposals 2012 v TIPS Checking the Save as Public Report option will allow all other users to see and access the report 4 Use the scroll bar to navigate through the list of tracking fields and click on the check box in front of each of the tracking fields that you would like to be included in your report 5 Click on the Sort Results By drop down list to select the primary tracking field to sort the report by 6 When finished completing the New Report main screen click Ok The new report will now appear in the log view showing all the attributes for that report including Scope To be viewed Publicly ei or Privately Type Type of Report Proposal a or Search Record A related Created Date report was created Creator Who created the report Last Edited Date the report was last edited Edited By Who made the last edits Report The name of the report PMAPS WebPro User Manual 66 Rev 8 28 2014 Q ities ea Tammy Dungan ee oe Tammy Dungan RFF Log 9 4 2009 9 30 2009 E LPU 4 f J i Sy 1 54 PM Lie oe le 2 45 PRI Tammy Dungan Records Not Used re 9 21 2009 9 21 2009 ee Administrator Administrator Most Recent REPs L TEIG FM jiti 10 40 PM miria Manann NEN ORE SA OS Edit to Order Columns or Change Query 1 Select the report to edit from the Report Log by clicking on the report 2 Click
76. escects covecsveveeseenssescasveveschececeveessevsessesacsseasvevescvesscores 8 EOD OSAL LoS Reprin O ccsssacataasiaseisecieistsenssshasvssseatscssateintlatsitvessanatunnesotacetaanscreiatsisesueseaiuenates 10 Update Q amp A Document from Proposal Document ccccssssssssccccccersssssscscccscssssssees 10 Deleite Tropos ANG vacsscscceceacececchaccsscceaseusssoancsceocceedossbuacsecemarecausssscusvences casebsassaesacescesssssiusteaceeceuees 13 WeDPrO RING eee eS een eee eee eee 14 Single Selection Filter cavecsevesccesenscvacaessasesevseacbashcsecuinenscoaeaessatesauseswhanecsacassenscunsaussavereusesvbaneees 14 GLIE e t BUCS secs E A ES A O AT O T AET OAE AE 14 KESE ETS se EEEE E 16 ICG 6 Todi 10 Wal PACS orenen rA AEE EE EAA EEE E EARE 16 Fecr AU PO E E EE E EE E E N 16 OLT K EEA O E E N E E O E A E E E EA T A 16 PR 5 E aE EE T E T E EE T E T A E T E E EE E 16 Scare h MOGUO sirince aenieei eie dientectmedeniectaaaenlesixadenientuedenieatweaenlesewnceneaemeass 17 SA EOD OMS a E EE E E E AE 17 Scarch and LTS CUEING srziscisexcccenceesantacsaesseedensinnivexceconsecsaniavsuaisvsdursancieencedencetsaniassyaiavesussausint 19 MS Ci E TAS eM SoC a E E sea re pote EE E T ine cane EE E E 20 Searching with the Viewer scr necitetnanewnsttenciustoarcmnstenscaiiehoasbeesitancdwsteeacwestoracaiseteneboestancinetanacee 20 APPL COO E OOF sara e E E E E E T 21 PSST Moni PTC VIC W ecisceccsacsusadeeiactsosiaaasatqnecntseneonasaleedachdesdaneseiaabcetueue
77. estionnaire Part I Background 1 Please provide us with a company overview wise ee AM By Betty Manning Due 31 2011 Are there any potential conflicts of interest that may be created by awarding the investment management contract to your firm If yes please explain Comment BAM2 Assizned to Heffer Stevan on 2 17 2011 8 5920 AM By Betty Manning Due 3 31 2011 Has the firm its parent organization subsidiaries affiliates or any key personnel been subject to any litigation or legal proceedings related to investment operations during the 9 4 past five years If yes please explain Comment aan or on AM By Betty Manning Due 3 31 2011 _ Briefly describe the philosophy and methodology of your security selection for equities and fixed income If you feel any of the more common investment styles apply to your indi Comment 1 Assi philosophy please so indicate ent BAMA Assigned to AM By Betty Manning Due 3 31 2011 Briefly describe the philosophy and methodology of your security selection for equities and fixed income If you feel any of the more common investment styles apply to your philosophy please so indicate Comment BAM5 Assigned to Manning Betty on 2 17 2011 9 27 15 AM By Betty Manning Due 3 31 2011 Comment BAM6 Assizned to Maing Betty on 2 17 2011 9 2731 Describe your issue selection process Please indicate your capabilities to analyze spread sie Sen ere i produ
78. fem indar eber What pear wes pou organizanton unser PMAPS WebPro User Manual Rev 8 28 2014 Attributes Tab The Attributes tab captures and displays all of the ownership and categorization information covering the current record oS ll o GE e d Document status Revewcyse annualy ME ar 7 weep Fiza I SME Neimon Nick w GP teesta aaa Sid io ne p ia wa To g Sun Tope g a ne oe u i Le n E Forms or Short Answer The Forms tab may be called Short Answer in your application allows you to capture an abbreviated answer for insertion into Excel or Web Forms PMAPS WebPro User Manual 96 Rev 8 28 2014 Save Changes F Cancel Changes Use this response for Excel or Web Forms g Response Here is a short answer B There is also a field for stipulations comments or notes pertaining to the short answer Notes Tab The Notes tab captures and display an unlimited amount of notes for the current record in your database BB Save Changes F Cancel Changes s Here is a note for this record a To apply notes just type directly into the Notes field Once saved the Notes tab will become highlighted in yellow as shown History Tab The History tab displays the usage history of the current record It shows the Date inserted Who inserted it the Proposal Name 1f the document is uploaded to the cloud the Method of insertion and whether or not it has been Re l
79. first time you launch the Viewer after any installation or after any Viewer update installation if the applications prompts you to launch it from the Start Menu gt All Programs gt PMAPS Viewer Otherwise launch normally Create a shortcut on your desktop by right clicking on the PMAPS Viewer and selecting Send To gt Desktop create shortcut If you find that a new Internet Explorer tab or window is being opened which each new search go to your Internet Explorer gt Tools gt Internet Options gt Tab Settings to change settings When using the Viewer to search when working in an Excel document you cannot highlight a word and click the binoculars as you would in Word Beginning in version 8 3 the PMAPS Viewer includes a Search Text Box Just type in or copy paste the word or phrase you wish to search for then click the binoculars to launch the Search For Web or online forms they will not appear in the Application Selector screen You may highlight text from the form paste it into PMAPS Search field locate your record copy text from preview and paste it into the form Any time you want to work on a different document or application save your proposal and close it Or save your proposal and close the Viewer If you prefer to hide the Search bar in the Viewer toolbar just right click on the PMAPS icon and select Hide Search Text box from the options Inserting from Preview If you need to preview a document to decide whether or
80. g systems that serve to enhance the delivery of quality clinical care Our firm s efforts are again marked by the collaborative establishment of well defined measurable outcomes Our goal is not to impose rigid or prescriptive clinical protocols on providers but we offer ereat respect to Acme who treat members from multiple plans but rather to establish best practice guidelines coupled with measurement of standardized indicators and reporting of clinical outcomes We have designed Our Company s Provider Profile Quality Index and disease mana sement programs to accomplish just that Save Search Save Search allows you to apply as many filters as you like and then save the search to be used whenever you need it This is particularly useful if you are responsible for answering proposal questions for a line of business or region specific product vehicle strategy etc To use this tool 1 Use WebPro Filters to apply your desired filters 2 Click the Save Search PMAPS WebPro User Manual 27 Rev 8 28 2014 Enter a name for to save this search USA General Firm Info 3 When prompted enter a name for your filter 4 Click OK Open Saved Search When it s time to use one of the searches you saved Open Saved Search 4 allows you to choose a saved search from a pick list 1 Click the Open Saved Search 4 icon 2 Select your Saved Search from the list Select a saved sear
81. ges to completed The view is exportable to Excel Viewing Assignments Assignments tab In the Dashboard Tracking module a new Assignments tab shows all assignments for the selected proposal This tab displays the same columns listed above but are filtered by proposal instead of user When a contributor clicks on the Assignments tab only their assignments for that proposal are displayed When the proposal manager of the current proposal or any administrator views the Assignments tab they see all the assignments for that proposal Re link All Assignments The Re link All Assignments button allows the any contributor to import completed sections into the existing RFP Upon clicking this button the Viewer opens each assigned section and imports each section back into the current RFP The user has the option to save just as they would if they were editing the RFP from scratch PMAPS WebPro User Manual 92 Rev 8 28 2014 If not all sections of the RFP are completed a warning is presented to the user indicating that all sections are not marked complete and the outstanding sections are highlighted in the screen The assignments list may be exported to Excel Note This report addresses the creation of a Compliance Grid requested by some PMAPS users Using the Assembly Center you may then wrap other documents cover pages cover letters exhibits etc around the questionnaire and export to Word or PDF format for delivery to
82. h Year field for a drop down list of the months for the current year Click on the left arrow next to the year to view the 12 months of the previous year Click the right arrow next to the year to view the 12 months of the next year Enter Date Manually Click on the field you want to fill out Type in the date PMAPS WebPro User Manual 115 Rev 8 28 2014 Pick List Drop down list Fields Single Selection This type of pick list is most easily identifiable by the down pointing arrow to the right of the field Admins can customize the items on each pick list Each field has its own pick list The easiest way to make a selection is 1 Tab to or click on the field you want to complete 2 Start typing directly into the field As you type you are automatically taken to the options matching the letters you enter 3 Once you have landed on the selection you wish to choose tab or click off of the field to save it and move to the next field to complete Or if you are unfamiliar with the available options you may 1 Click the down pointing arrow to display the available choices 2 Click on an item from the list to select it 3 Tab off of the field to the next field to select the name you are on and move to the next field Pick List Fields Single Selection Internal Contact Master This is also a single selection pick list However all internal contact lists with the exception of the Consulting Firm Broker contact on
83. he Search Document ID of the record you have selected in the results grid below on the right Search Document ID 714 Note that you are on the Search tab The other tabs store information about your database records and will be activated when you select a record from the results Search Then below the tabs you will see the row of Search functions Depending on your level of access the icons shown here will vary Below the function icons a hypertext view of the record you have selected below in the results grid will be displayed Search At ACME was founded in 1994 The color key for the results grid is always displayed Non Compliant Docs are records which are past their expiration date Per Bid is an option when selecting the review cycle attribute for each record PMAPS WebPro User Manual 94 Rev 8 28 2014 Compliant Docs Non Compliant Docs Per Bid Docs L E Click on a record in the results grid to select it The hypertext screen will update based on your selection and the additional tabs will be activated with the data for the highlighted selected record TELLE ACME was founded in 1994 View 25 RemsperPage T Mobit Cohni SF Medit Fiers _ Somotiont Secs W cr Oca id Page 12348978219 11 gt gt a amp nnmn ow Sores f a lora na oe Soe mining Leaper Anai report wat tied w Q1 Peete proide a hestary of row frm T yeas tenting Vou aan find mare int Berea
84. he control of PMAPS The following are the descriptions of each option as defined in Word Keep Source Formatting This option retains the look of the copied text by assigning the Normal style to the pasted text and applying direct formatting Direct formatting includes characteristics such as font size italics or other formatting to mimic the style definition of the copied text Use Destination Styles PMAPS WebPro User Manual 21 Rev 8 28 2014 This option retains the style name that is associated with the copied text but it uses the style definition of the document where the text is being pasted For example you copy Heading 1 text from one document to another In one document Heading 1 is defined as Arial bold 14 point and in the document where you are pasting the text Heading 1 is defined as Cambria bold 16 point When you use the Use Destination Styles option the pasted text uses Heading 1 style Cambria bold 16 point Match Destination Formatting This option discards the style definition and most formatting that was applied directly to the copied text but it retains formatting that is considered emphasis such as bold and italic when it is applied to only a portion of the selection The text takes on the style definition in the document where the text is being pasted Define Formatting Brings up a window which allows the user to define the font size color and other formatting option including establishing ind
85. his particular document iG Request Compliance On Selected TEE Highlight the text you want to submit and click this icon Request Compliance On Page Submits the current page for compliance Please note that for PowerPoint it will insert the slide as an object into a Microsoft Word document Request Compliance On Document Submits the entire document for compliance Please note that for PowerPoint this option is not available Whichever method is used the same compliance options are activated The selected text page or document will be placed in a new Microsoft Word document 4 Review the document and make any necessary changes or comments 5 Click the Attributes tab or use the arrows in the upper right 6 Apply attributes individually or select and attribute group 7 Click Save PMAPS WebPro User Manual 47 Rev 8 28 2014 8 The Request Compliance Options box appears 9 Click Save to Smart Cart A Notes field appears 10 Enter a note The notes are displayed along with other information about each record in the file that the SME receives from you This note directs the SME how to handle each record You can let the SME know that this is a new question that you need an answer for or that the record has expired and you need them to review it ow do you wish to save G Sass te Seat Cat 11 Click Save This prepares the record to be sent from the SmartCart Pending tab later on 12a Close the act
86. i F er if F Li 6 Apply Edit attributes specific to the document 7 Click Save 8 The Request Compliance Options box appears 9 Click Request Compliance Immediately 10 Enter the Due Date This field is required 11 Enter a note The notes are displayed along with other information about each record in the file that the SME receives from you This note directs the SME how to handle each record You can let the SME know that this is a new question that you need an answer for or that the record has expired and you need them to review it 12 Click Save PMAPS WebPro User Manual 46 Rev 8 28 2014 13 The compliance document is assembled added to the SmartCart Sent folder emailed to the assigned SME and you are returned to the previewed document The assigned SME receives an email with the document created as an attachment 14 Close the active Preview and return to Search by clicking the Windows close icon x Or 15 Toggle back to Search leaving the Preview window open Requesting Compliance Sending from the SmartCart Pending Tab 1 Locate the document you want to request compliance on 2 Click Preview mode The following toolbar is displayed Hon Compliant Document The third toolbar offers Compliance SmartCart activities Hover over each icon with your mouse to display the function of the icon 3 Choose the Request Compliance option you want to use for t
87. il Click the Move Line Down or Move Line Up icons to reorder the sections of your Assembly project Add Additional Lines Sections to a Template 14 15 16 Click the Add Line sco A line is added to the bottom of the template Fill in details as appropriate 6 gt Com Fuge iui i crwth Cindy iva E a Ti ceim ee EE A Comme Leini int esl Erat Condy E iiia A im Tea Section Boneh tips ibe d x H a Ukin Samer Fins a 7 Seach Cady Mums P E FJ Seima pek ties pw g a Gamiem Ii fea i amh Coniy E irimi To Ti TEN Geim Eme ties 66 O xima mal m Shy Hiper Ta Fi TA Sers Besk tha t O Oo Pt ee py Fa Fi ira Peepi Repeat Step 8 15 until you have all the lines you need for your template Link the lines sections of the template to your documents PMAPS WebPro User Manual 79 Rev 8 28 2014 17 Click the Save Assembly icon often to save your customizations If you move away from this screen without saving your changes will not be saved Edit or View a Linked File You may edit or view the linked file from the template wizard screen by clicking the Edit View Document X icon Delete a Template Line You may delete a template line or section by clicking on the Delete Line icon Email one Section of a Template to a Colleague Click the Email Document to Responsible Party bat icon to email the section to the person chosen under the Person Responsible column Email Multiple Sections w
88. ing instructions will guide you through the process These instructions and examples are specific to working with PowerPoint documents however the process is identical for PDF documents 1 Make sure you have the File Type attribute column displaying in your Search Results grid If it is not shown use Modify Columns to adjust your view 2 Search for content as outlined in the Search Module PMAPS WebPro User Manual 58 Rev 8 28 2014 3 Once you identify a PowerPoint document you wish to use in your Pitch Book open that document by clicking the Preview icon 4 The PMAPS Viewer toolbar opens automatically when you enter the Preview mode 4 Once in Preview mode several additional options are available The second toolbar is used to add pages or the whole document to the Pitch Book The first button ty adds the selected page to your Pitch Book The second button uy adds the entire document 5 Once you have added all desired slides from the document in Preview mode you can simply return to the current search session by clicking on the Internet Explorer icon on your Windows taskbar leaving the Preview open or you can close the Preview window Repeat Steps 1 through 4 above for additional documents until you have added all desired documents to your Pitch Book Pitch Book Manager When you are ready to manage all the documents added to your Pitch Book 1 Click the Pitch Book icon This brings you to the Pitch Book Manager
89. inked The fields Last Insertion and Times Inserted can be added to the Search Results grid using Modify Columns PMAPS WebPro User Manual 97 Rev 8 28 2014 P Save Changes Cancel Changes History Last Insertion 7 9 2012 EF g Times Inserted 2 7 9 2012 Cindy Smith Full false 6 28 2012 Cindy Smith Sample Test Questionnsire Cindy Smith Full false Revisions Tab The Revisions tab displays the details on every revision made to either the document itself or anything on the Attributes tab New in Version 9 you can now revert back to a previous version Wea lutang ParertChas Relatonanios Overview The P__linmcate mo Duiding Parentchas Relancnanes Overview The P_runcates T 3 79 2014 a Thursday May 29 2014 TIPS The Last Revision is the last time that any part of the record was edited The Date Edited is last date that the content itself was edited meaning a user opened the record using the Edit button or sent and updated the record via the SmartCart Related Tab Please also see our Appendix for complete details on Building Parent Child Links The Related tab allows you to link documents to each other and displays documents that are linked to the current record This feature is available only to users who have permission to Edit search documents Each document can be a parent or a child lf you make this document a child you may pick a single parent document for it If you make this document a paren
90. io button to Save to SmartCart 7 Enter a note if applicable to be included in the email to the SME 8 The Overwrite existing Q amp A box is automatically checked 9 Click Save PMAPS WebPro User Manual 42 Rev 8 28 2014 ro request Compliance Uptions How do you wish to save Save to Smat Cart O Request Compliance Immediately Add a New Document with Word Replacement Codes If you are using Word Replacement Codes you may select a code in the New Document screen to insert into anew Q amp A that you want to add to PMAPS 1 Click the New osama il icon The new blank Word document is displayed 2 Paste your Q amp A 3 Click on the Word Replacement Codes icon PMAPS WebPro User Manual 43 Rev 8 28 2014 4 8 9 Select the code from the list ecALM gt gt lt caffiliate gt gt lt lt S0me gt gt e lt Hranking gt gt lt lt pemployees gt gt e lt Ofices gt gt c lt cRyearsexp gt gt lt lt Amanagers gt gt lt test gt gt lt cemployees in NY gt gt lt lt SHIP_ADD1 gt gt Click Insert Click Next Choose an Attribute Group or select individual attributes Save Choose Save without Requesting Compliance Sending Documents to SMEs for New Answers or Updates Requesting Compliance Immediately Instead of storing items in the SmartCart to send all at once you can request compliance instantly using the same method as SmartCart I 2 Locate the document y
91. ith One Click Enhancements in this update allow you to send out multiple emails at one time For PMAPS users you may send a link to their Assembly Center assigned sections For non PMAPS users you may send an Attachment 1 Selecta proposal from the Dashboard 2 Select the Person Responsible for each section from the drop down list 3 Fill in the Section Due date for each section The Assigned date is automatically filled out once the sections are emailed 4 Check the check all checkbox J 3 E oA Cr gi aae By fa Tea Section Meant Mew T7 5 4 a a Cem Letter tim M Korat Condy E mit a ra ed Sector Benet Mes z ORG vec deere en ee ie Bernu Ey Fa TEF Section Benak Mis ti uo Qima WO e Sent Ony E uaa PA Ta E Secticer t e gt ee mami Frw a missed Gy wa Tis Garin Geass te PMAPS WebPro User Manual 80 Rev 8 28 2014 5 Click the Email Selected S button The following dialog box is displayed showing the number of sections that are being emailed and the following options Yes Include Attachments Select this option when sending to a non PMAPS user This option includes a link to the Assembly Center sections and attaches the assignment to an email and sends the email to the assignee Individual emails are sent for each assigned section No Attachments Select this option when sending to a PMAPS user This option includes only a link to the Assembly Center sections Cancel returns you
92. ithin the file you are sending to the SMEs 111 Check Include Attributes to include important record information PMAPS WebPro User Manual 109 Rev 8 28 2014 iv If you need to change the SME click to check that box An internal contact list is displayed allowing you to change the person to whom you are sending the email It does not change the SME on the document v Click Add notes to the items if you want to include additional notes vi Enter or select a Due Date from the calendar vil Click Download an ICAL Reminder if you want the Due Date to appear on your local email calendar vill Check Attach an ICAL Reminder if you would like to send it along with the documents so that email recipients may also have a reminder on their calendar ix Click Add CCs to email if you would like to send the document not only to the identified contact SME but also additional recipients Download SmartCart Items Instead of emailing your documents to the SMEs directly you may want to download your documents to your computer and manually attach them to emails To download your documents 1 Click Download The following dialog box appears Mark downloaded items as sent E Include Notes E Include History E Include Attributes Add notes to the items 4 Document Selected Cancel 2 Click Mark downloaded items as sent to move the items from the Pending tab to the Sent tab in the SmartCart 3 Click Include
93. ive Preview and return to Search by clicking the Windows close icon x Or 12b Toggle back to Search leaving the Preview window open VERIFY Overview Verify allows all users who have permission to select groups of documents within the database to export as follows 1 Internal Review Only Create Document s but do not email or track in SmartCart Internal Review Only Create document s but do not email or track in Smart Cart Open Documents Using Word put all documents in one file 9 Save Documents In Folder C Wsers Acer Documents PMAPS WebPro User Manual 48 Rev 8 28 2014 When you choose this option you may Open the Documents Using Word or Save them to a folder of your choice Do not use this option if you wish to automatically Approve these documents via the SmartCart Inbox The Internal Review method is ideal if you wish to send records out to someone who will not be returning the records with updates but instead may be approving to the next review cycle expiration date 2 Add to Smart Cart Send document to SME and adds to SmartCart This process automatically bundles and emails the documents using the default email text in your system and 6 Add to Smart Cart Sends document to SME and adds to Smart Cart 3 Add to SmartCart Pending Tab This option adds the selected records Add to Smart Cart Pending Tab Internal Review Documents cannot be automatically accepted back into PMAPS
94. k Q amp A record is displayed 4 Enter or copy and paste the text into the document If you do not yet have the parent record content you may use the Edit Document function to paste the content you do have into the appropriate child document Just be sure to go back and enter the content in the parent document before you send the parent documents out for update 5 Click on the Attributes tab to fill in the attributes or select an attribute group from the drop down list See Create an Attribute Group in the user manual for more information on creating attribute groups PMAPS WebPro User Manual 103 Rev 8 28 2014 6 Click Save The following screen displays a Save Options pmaps Web re Save Without Requesting Compliance C Save to Smart Cart Save To Smart Cart and Request Compliance Immediately SME will be notified Options Create Child Relationships 7 If you need to send the new content out for review choose Save to SmartCart or Save to SmartCart and Request Compliance Immediately SME will be notified The Due Date is mandatory if you choose the last option You may also enter notes at this point Since we have the parent record content in this example choose Save Without Requesting Compliance Under the Options section check Create Child Relationships A drop down list is displayed with all languages automatically checked If you wish to omit one or more child documents for any of the list
95. maintaining other filters in place Reset All Filters 1 Click Y bi iat to remove all filters Sort You can sort any column in your Dashboard Search Results or SmartCart Grid 1 Choose the column you want to sort by mouse clicking in the column heading Before you click on the column the column header contains a filter icon Bang the name of the field only 2 Once you click on the column a sort icon is displayed Click the up arrows to sort A Z ascending 3 Click the down arrows to sort Z A descending 4 The column heading that includes the sorting icon designates which column and which direction the current dashboard is sorted by Reset Sort k y Reset Sort 1 Clic to remove all sorts PMAPS WebPro User Manual 16 Rev 8 28 2014 SEARCH MODULE The Search module allows you to access content you have stored or indexed in PMAPS for purposes of completing client proposals consultant database updates internal requests for information etc If this is your first time searching you may want to take a few minutes to familiarize yourself with your search options Remember filtering works the same in the Search Module as it does in the Dashboard To review click to the WebPro Filters section If you are familiar with search options and filtering and you are ready to work on your proposal you may skip to the Searching and Inserting section Search Options All Content All Words an Expires 7
96. nce Please provide us withac 17 02 2011 Betty Manning 31 03 2011 Betty Manning Acme RFP Not Viewed Briefly describe the philos 17 02 2011 Betty Manning 31 03 2011 Steven Heffter Acme RFP Not Viewed 6 Describe yourissues 17 02 2011 Betty Manning 31 03 2011 Betty Manning Acme RFP Not Viewed Is family pricing for multipl 17 02 2011 Betty Manning 31 03 2011 Steven Heffter Acme RFP Not Viewed Has the firm its parent org 17 02 2011 Betty Manning 31 03 2011 Betty Manning Acme RFP Not Viewed What are your Firms marke 17 02 2011 Betty Manning 31 03 2011 Betty Manning Acme RFP Not Viewed Are there any potential co 17 02 2011 Betty Manning 31 03 2011 Steven Heffter Acme RFP Not Viewed Briefly describe the philos 17 02 2011 Betty Manning 31 03 2011 Betty Manning Acme RFP Not Viewed a Pagel ofs gt gt 100 z View 1 8of8 The list consists of a grid with the following columns Section the first 100 characters of the section to be edited Date Assigned automatically populated when the assignment is made Assigned By automatically entered when the assigner makes the assignment Date Due highlights past due dates in a different color if the section is not marked complete Assigned To person assigned to the task Proposal name Assigned Status values are Accepted Rejected Reassigned Not Viewed Status values are New In progress and Completed Compliance the compliance variables ente
97. nd Request Compliance Immediately SME will be notified Options iw Overwrite existing Q amp A _ Create Child Relationships Due Date Save an iCalendar Event You can also add Excel PowerPoint and PDF files directly to your WebPro database now through the Add New Record function Just select the file type you wish you add in step 2 above When adding PowerPoint files you will be given the option to add the entire file as one record to add each slide as an individual record with the same attributes PMAPS WebPro User Manual 34 Rev 8 28 2014 Download Checkout and Upload Documents Download Checkout Documents In Version 9 we created new functionality to allow users to use their Viewer to download documents directly from the Search results page to bypass both the Smart Cart and the Indexer To download or checkout documents 1 From the Search module identify the records you wish to download and then click the Download Checkout icon 3 Documents Found Y Results Filtered DEORA o ot le 2 When prompted to confirm the number of documents for download click OK to proceed or Cancel to modify your selection of records gh You have selected to download 3 documents Do you want to SO continue 3 At the prompt click the Browse button to select the folder where you would like to download the documents By default the option to Open folder when completed 1s checked If you would like to upload cha
98. nges to these documents check the Checkout Files For Editing option then click OK dJi Add to Enhancements DE Ji Add to support DE di Alstom b di Fersonal docs PMAPS Downloads PMAPS Uploads di Screen Shots for Cases Ji Training PMAPS WebPro User Manual 35 Rev 8 28 2014 4 Click the Save button to download checkout the documents Maps Webs Save Individual Files To C Users Colleen Desktop PMAPS Downloads Open folder when completed Checkout Files For Editing 5 Each document s file name will be the Document ID number plus the text in the Summary field Name Date modified Type 148858 PSI Why Choose PMAPS ppt 6 12 2013 4 51 PM Microsoft Office P 148859 Profit and Loss doc 6 12 2013 4 51 PM Microsoft Office 148881 History of the firm doc 6 12 2013 4 51 PM Microsoft Office Note that using this option will not activate Track Changes in the downloaded documents and these documents cannot be processed through the Smart Cart These documents must not be renamed if planning to use the Upload Documents feature to make changes Upload Documents Only documents that have been extracted from PMAPS using the Download Checkout option may be uploaded using the Upload Documents option If the document name has been changed the upload will be unsuccessful To update documents that were updated offline after downloaded checked out 1 Place only the documents you wish to upload into
99. oad the proposal a Select the Start with Uploaded Document option b Locate and select your file from your network files c Upload the questionnaire or document for assignments The questionnaire may be uploaded when the proposal is originally logged in or at a later time However the questionnaire must be uploaded before you can begin assigning sections 3 Fill out the Summary tab with at least all mandatory fields Mandatory fields are highlighted in yellow Keep in mind that the information you enter into the dashboard area can automatically flow into your finished document to customize it PMAPS WebPro User Manual 84 Rev 8 28 2014 4 If you are including a cover letter and you have entered the Client s address information in the Client Name table of the application click the Address link to pull the Client s address into the current proposal If you have an attention line on your cover letter be sure to enter the contact name for this proposal in the Attention field Addresst 493 Main Street Mates O ve z sey y g Country E me ooo y 5 Define the Compliance Options The Compliance Options may be defined or customized for each proposal The Compliance Options appear as a drop down list at the top of the Proposal Section Assignment Editor page This page is launched when a contributor clicks on a Section link in the Assignments tab or in the RFP Assignments module To define the Compliance Options a On the As
100. on the Edit Properties icon 3 Notice that all the selected Visible Fields are at the top of the list v TIPS For removing or adding all fields quickly use the Un Check All or Check All options right above the list 4 To adjust the layout of the fields within the report select a field and click on the up and down arrows to the left of the Visible Fields list The double up arrows will move the selected field to the top of the list double down arrows will move the field to the bottom of the list The single up or down arrow will move the selected item up or down one 5 When finished adjusting the fields for the report click OK PMAPS WebPro User Manual 67 Rev 8 28 2014 Build Tab To build a dynamic report with variable terms 1 Click on the report from the Report Log that you wish to create conditions for 2 Click on the Build tab 3 The build screen will appear as shown below Report Proposals 2009 3 aoon FS 4 To add a term condition to the report click on the Add Term icon on the upper left corner of the window 5 Select the desired attribute from the pick list drop down menu 6 Select the available operation from the representative options as shown in the screen shot below Boolan True or False Date Numeric equal to not equal to lt less than gt greater than lt less than or equal to gt greater than or equal to In list or Not in list Textual equal to
101. on the list move your preference to the top of the list Language Preference Add the languages you use to read websites listing in order of preference Only add the ones you need as some characters can be used to impersonate websites in other languages Language English Australia en AU Move up English United States en us U Prefix and suffix options Do not add www to the beginning of typed web addresses Specify the suffix for example net that should be added to typed web addresses when you press Ctrl Shift Enter English India English Ireland en IE English Jamaica en 3M English Malaysia en Mv English New Zealand en z English Republic of the Philippines en PH English Singapore en SG English South Africa en ZA English Trinidad and Tobago en TT United Kingdom en 3B English Zimbabwe en 7VW PMAPS WebPro User Manual 128 Rev 8 28 2014 6 Use the Move up or Move down buttons to move your Language Preference to the top of the list Whatever date format is used in the country you select controls the format in your date fields PMAPS WebPro User Manual 129 Rev 8 28 2014 pmaps Web Reproduction modification or distribution of this material or any portion thereof is hereby prohibited without prior written or contractural approval from Proposal Software Inc gt 203 604 6597 x701 Proposal Software Inc 606 Post Road
102. option in the Administrator Manual 62 Rev 8 28 2014 PMAPS WebPro User Manual Calendar Options Toolbox Refresh Clear Refresh Clear Add Entry i Add Entry Export to Excel eae ane Synch with Outlook iv Sync with Selection Select Today Select Month Select 3 Months Show Complete Select All Options amp User bet mannin Show Complete 10 13 01 AM Fri August 14 2009 Show Auto Generated User Select one or All Users Current Date Current time and date PMAPS WebPro User Manual 63 Rev 8 28 2014 Add Entry To add a calendar event 1 Click Add Entry under the Toolbox tw Calender heading 3 Complete Mo i 2 Choose whether it has been completed Priority High wi 3 Click the Date field and a calendar pops up i What Proposal Due T m METETE i 4 Select a Date 5 Select the Priority who Betty Manning 6 Enter the item that is due in the What field 7 Click the Proposal Name drop down arrow to display your proposal list 8 Select a proposal 9 Enter the Section e g questionnaire executive summary etc 10 Your name is automatically entered in the Who field Synching with Outlook View Calendar Events To view a list of all events due on a specific day click on that day on the calendar The lower part of the screen displays a list of the events due on that day From this screen you can m
103. or more items to filter 6 Repeat step 5 as desired until PMAPS displays the desired results 7 Click Apply In the example below we selected USA as the region which displayed the available Departments and we selected Marketing and Sales Marketing Department Uncheck All CheckAll Show All Options Remove This Filter i C Securites Operations El Trading TIPS Filters are tabbed and multiple filters can be viewed from the Modify Filters screen for easy navigation Just select the appropriate tab and you can see the results for that filter Specify a single date or a range of dates to filter on date fields such as Due Date in the Dashboard Numerical fields show counts by value In multi select pick lists choose one or more values Counts are not show as more than one value may appear on any given record PMAPS WebPro User Manual 15 Rev 8 28 2014 Reset Filters Reset Individual Filters 1 Click on the filter icon Y in the column heading for the filter you want to reset The WebPro Filters dialog box appears The boxes for the items you are currently filtering on are checked 2 Click Show All Options 3 Uncheck the box es for the items you no longer want to filter Note the option to Uncheck All 4 Check the box es for the items you want to filter Note the option to Check All 5 Click Apply 6 Or select Remove This Filter to delete the filter while
104. ormation is pulled into the Sales Doc 5 Content managers for each child Bo filters by the language and the Needs Translation field They use the Download All option to download the documents as individual files to send to the translation services team If there are minor changes to a child document and the content manager determines the document can be edited locally and not sent to translation services the content manager may manually update the document using the Edit Document function 6 Once the updated child documents are received from the translation services team the content managers save the files to a folder and use the Upload Documents feature to import the updates back into the system This action will un check the Needs Translation box and will also remove the Needs Translation Date There are two permissions related to this functionality Multiple Doc Download and Multiple Doc Upload Any user may manage these documents provided the administrator grants permissions to these two features o tsm gt 80O e0o0cec ooo 8 8 Oo o00d0 The person managing these documents must also have permission to Run Verify Process PMAPS WebPro User Manual 100 Rev 8 28 2014 Cindy Smith ooocoooo0o0o000000000000 Following are sections detailing instructions on setting up and using the Parent Child feature Set Up Templates for Parent Child Documents 1 Determine which languages are required and add the names of the languages to
105. ormation on the Attributes tab of all the child documents being downloaded rea Download Multiple Documents l x pmaps Web rs Save Individual Files To C Users Betty Manning Desktop Parent Child Test Download parent record with current ID Flag child document Open folder when completed 6 Email or otherwise deliver the downloaded documents to the translation services team PMAPS WebPro User Manual 112 Rev 8 28 2014 7 Once all the updated child documents are received back from the translation services team content manager save the files to the folder created in Step 1 If you would like to save the original file that went out for translation move them to another folder v TIPS Before you approve the updates into the system you may want to go to the Sales Doc that is going to be refreshed and generate a copy to save Instead of over overwriting the existing sales doc go to the Sales Doc module on the Navigation toolbar make a copy of the current sales doc and change the sales doc name to include the new version number 8 Click on Upload Docs to process the updates back into the system This action will un check the Needs Translation box and will remove the Needs Translation Date WebPro Fields and Functionality Overview Your database administrator Admin controls every field in the database The admin accesses the field options by clicking the H icon To learn about the customization tools availabl
106. ou want to request compliance on Click Preview mode The following toolbar is displayed Hon Compliant Document 3 The third toolbar offers Compliance SmartCart activities Hover over each icon with your mouse to display the function of the icon Choose the Request Compliance option you want to use for this particular document PMAPS WebPro User Manual 44 Rev 8 28 2014 SG Request Compliance On Selected 7 this icon Highlight the text you want to submit and click Request Compliance On Page Q Submits the current page for compliance Please note that for PowerPoint it will insert the slide as an object into a Microsoft Word document Request Compliance On Document Submits the entire document for compliance Please note that for PowerPoint this option is not available Whichever method is used the same compliance options are activated The selected text page or document will be placed in a new Microsoft Word document 4 Review the Edit Document tab and make any necessary changes or comments i Die S Calibri Body ponr sah e SEE AaBbt Seiad a a E bere es T Mommal 2 d a ie marl eal i the Spd Stange a meee FFP Question T RFPAnawer PMAPS WebPro User Manual 45 Rev 8 28 2014 5 Click the Attributes tab or use the arrows in the upper right iF tere Testa Proposals mages compionce BE BF oo ai T Gils leer Banc Airain ana OA et mtn ma Sees matye S
107. pmaps Web User Manual TABLE OF CONTENTS About the WebPro User Manual cccccssseeseseeeeneeeeeseeeeaseeeeaseeeeaseeeeaseeneasesnenseenenees 1 Additional TRO SOU COS coe ccinse crete tet section ee saewaeeeaaneienntneeeeanecensuexeenneexcacameseaaepseectssaeieens sass 1 Login Instructions sacs cose cece ceneece sven sede ve teuce sued see cue teveusea teens cendevcuseeescessverseesenedaueesseesuseeeeee 1 First Lime Lopin Change Pass w Ord sisiccicisessescavsavscessantenssesiintassesseveavsanenensantennsciaeianestrannes 2 Navigation COUN A ceo aceasta cctaclsnreplon ast onncinsiasi nese oclenelonesl ou clan as oneslon onienadanaiauacenedenasienscienedonss 2 Dashboard Module os cacacec cai eecedecnceameccnseemacietesaaacnceswenctateces atatecnaecasaseesenteseaswansesnecatsmeccesecent 4 Addin a New TW COD OS alos A E A 4 K sp nding to Proposals sctcecssisvesescccesessessesvesescescesesunsveccecessusesusvacscaussucssvuavsesccuersvassenvevscoueseuaes 6 Other Proposal Editing Saving Options ssssssssssseeecccccccccccccssssssccccecececcccossssssssssseseececeeoessso 7 Cee O cerca ete A E E E E E E E 7 Save Local Check OU ssscctesececiesossesiits ocsnwatnasieseteessinueunsionsiabeaasi debe wwstwebeyssesseescinvednuceesesoeasineste est 7 Overwrite PMAPS Document with Local Document ccccccccccesseeeeeeeeeeeeeeceeeeaeeeeeees 7 Renne DOCE 2 eee ene ere eon ner eee ee nee A eee 8 DD ASTOAT GOING gases cecte cececsceveseenscesunavev
108. red by clicking the Compliance Options button on the Assignments tab for each proposal 1 Click on the proposal name in the proposal name column to open the RFP in the PMAPS WebPro Viewer or download the proposal if the Viewer is not installed Note If the Viewer is not installed the user will receive a JavaScript error PMAPS WebPro User Manual 91 Rev 8 28 2014 2 Click the link in the Section column to view the assigned sections 3 When brought up in this mode the user will also see a new set of buttons at the top of the Assignment Word window Accept Reject Reassign a If the user clicks Accept or Reject the status of the document changes b If the user clicks Reassign a drop down list of all WebPro users comes up and the user can select a user Once the document is reassigned it is closed and it will no longer appear in the user s queue The new user receives an email indicating the document is assigned to them and that it was reassigned from the current user The new status of the document is Reassigned 4 The user can edit the document and save at any time When saving they will be prompted that Saving will confirm that you accept this document if the user has not already accepted The document will be saved in its current state 5 The user may also change the compliance status of the document according to selections on a drop down 6 When the new Completed button is clicked the status of the section chan
109. rne lus trendmicro comfustabout ustinternet Share satel safetylget involvediindes html doc Steven Heffter 812 03 FALSE Heffter Steven Please provide a copy of your latest public pCore Steven Heffter 8 5 09 FALSE P ate of New York Small Ca q an you enable network administrators to enforce security BeyondTru st Privilege Manager Beyon a st Privilege Manager was ie frs pa oduct to enable etwork administrators to enforce the s Small Cap Core Steven Heffter 8 6 09 FALSE a ffter Stew ease return rida our firm is organized as a is record has expired please review imited Liability Corporation and update H7131 00C General Search 809 FALSE a n Trin Sent Tab All items sent through the SmartCart or using a Compliance Request are displayed in this window The sent tab displays the following information Summary Document ID Proposal if n cloud and selected when entering search Owner Date Created Date Due Auto Verify Notes amp SME PMAPS WebPro User Manual 56 Rev 8 28 2014 i Sent z a Eer View Requests to All Requests 6 J View 15 Items s per Page Highlight Past Due Items Reset Filters Page 1 Describe the cedit research process in HT207 DOC Sema GouniY Betty Manning Wed 8 12 09 Tue 8 11 09 detail Please System Can you enable TE SS Quintiles pdf doc owen Yotk Steven Heffier Thu 8 6 09 Mon 8 10 09 administrators to Describe the cedit m tees research process in HT20
110. s from that tab Adding Columns 2 Make sure you are on the Attributes tab 3 You are going to add Vehicle Products to your search results Decide what position you want the new field in on your list column on the right 4 Click the item that you want the new field to precede 5 Click Products in the column on the left to add it to your view 6 Click the add icon 7 Click OK to save your changes Removing Columns 1 Click Modify Columns on the Search screen The Select Columns screen is displayed PMAPS WebPro User Manual 126 Rev 8 28 2014 2 Inthe Visible Columns area click the item you want to remove 3 Click the Remove icon The item is moved from the Visible Columns to the Column on the tab where it is displayed in the application 4 Click Lo _J Reset Modifications You may reset your field selections to the default view as follows 1 Inthe Search Results View select Modify Columns 2 Click Reset Modifications Select International Date Format This International Date format is controlled in the PMAPS user s Internet Explorer settings 1 Go to the Tools option on your menu bar 2 Choose Internet Options i Te ceste hame page tba tee eadh adddnem on i iwn lne EA 3 Click on Languages under Appearance PMAPS WebPro User Manual 127 Rev 8 28 2014 4 If your country s language is not on the list click Add to choose it 5 If there are more than one languages
111. s sent to move the items from the Pending tab to the Sent tab in the SmartCart 3 Click Include Notes to include the notes you entered in the Request Compliance Options window PMAPS WebPro User Manual 99 Rev 8 28 2014 4 Do not check Include History unless you want to include a report for the usage history of each record within the file you are sending to the SMEs 5 Check Include Attributes to include important record information 6 Click Add notes to the items if you want to include additional notes 7 Click OK Deleting SmartCart Items To remove items from your SmartCart 1 Click the selection boxes for the items you want to remove from your SmartCart 2 Click Delete SmartCart Report Export The Excel Export icon allows you to export a report of the current SmartCart contents To create this report 1 Click on the SmartCart module icon 2 Click on the Excel Export icon to export the current results to Excel 3 The report is exported and opened in Excel The report contains the following columns Summary Document name and path Proposal Name Owner Date Created Auto Verify whether it was run on the automated schedule SME and Notes SH what the difference between the owner and sme att tab says author no owner on the record et Involved interested in joining us for this e ons ste you can get involved Educate others jake neighbors friends and Family aware of the isks of the Inte
112. seeeees 44 Requesting Compliance Sending from the SmartCart Pending Tab cccccccceseeeeeeeeeees 47 OTT oen cote wneew et ewemaratnencen dees neon a e E E T 48 OV EL VICW E E E 48 Internal Review Documents cannot be automatically accepted back into PMAPS 49 Add to Smart Cart Send document to SME and adds to SmartCart 200 0 eeeeeeeeeeeeeeeees 50 Addto Smart Carn Pendine TaD rseson pE eE E A tone E CEEE RE a n A 51 SOBA CS A Module ec we ee vce ewe ee eee 52 UC a CPN ADD esos vec seco sec cacaauszssvscsuaceveesetecsce rec cusaasssssvsesuncsscesessssceveneusacssssseseseatvectess 52 Sending SmartCart ItemS sssssssssscecccccccceccccccssssssssscceccecccccccccsssssssssceccccccccecceossssssssssssseeeee 53 Status when in SINGLE COME ssccnsvrsavtapeasszagnaceuetenonndeenavnscrdipsoatsapsane metssonnaeeeannserainsonieietece iS 55 Download SmartC art NOTAS cesonia EE EEE E E E 3 Perine Sman Ar OMS serere iE E E O E 56 S art RE PO EDOT senaia EE E E ies eenesiases 56 PMAPS WebPro User Manual ji Rev 8 28 2014 DENA arcaccncc acts arcsncirer ner orarenretrersteratertsrcrrertttarertsrrtretttsrerrettscnrerttTTcrerstretreettTe 56 MENDON PEE E E AEN TI E O E O EAT A E E T 57 RCC Book Module sissano anea EE EEA EREA ENE 58 VEENI a E E E E E E E 58 Adding Slides Pages to the Pitch B00K ssssssssececcccecocccccssssssssccccccccececocccssssssssssssceccccecsessss 58 Pec Ebook Mandai oserei ERE E E E E ES 59 Calendar MOGUNG rsen e
113. seese EEEE EENE iE EEEE iE EEUE NEEE EOE EUREEN 62 Calendar OPOS ear a E E E EE E 63 ToD a AE E A E AE A E EE E 63 Sen 1 PE E D ET ee E E E ET 63 RING N A E A ee es nto E eee ete gn E E ee nc eee E 63 Car TA arc ese se acc asg eo criss ee acl aon oe erase rine EE rose aa caadeen E nies eeaceegeeesaes 63 PVN TS GY ees tas asses ecto E E 64 By CM Ty E COO spo edicecese rae hope boc sens serene eesti caeee saat ve beb ic some coca imesaaeea TER 64 WAC WS Alea Ey a E TE E EE E TEE A EEE T 64 Repons Module sorses i Ea e a e Ee 65 Casom Repor S n E E E A A S 65 Cee Nic RPO a eE E E 66 SEE L rcs sao E E E E T 66 Edit to Order Columns r Change Query icccccccccccssssececccccccccccessessseeeeeeeeeaaassseeeeeeeeeeaaaaeaes 67 1 130 ad U0 EROE ee Pe eT ee a a ee 68 VIC TOD IEEE EIEEE AE EEEE EAEE EAEE 69 Bl m Repo ea E T E E 70 SalesDocBuilder Wizard nannunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn mnnn 71 Complete a Form to Generate Proposal sesssssececcccsssssceecocoossssceccoccssssscceceocosssseeecosssssssssee 71 Assembly and Project Management Center Wizard ssccsssseesenseeeenseneeneeseees 74 OE VOW EIEI E ER AII E IA EIE E E EIEN EEIE I ONE IE A AEA 74 Add or Sekecta EON OS AN sscssccyetacacies ty secseeesactnesvenssivclavantssivdacsretssadansieest tools emedtrincneeesencsensuaveces 75 CLOG E a CUDA e E EE A E EE E TA E OEE E EA 75 Customize a TCM NAC acacecassencaaccecsosseencatacasesavseausescsigcsscoo
114. sertion point is using Arial your text is formatted in Arial It may be quicker for you to use Insert Full and then delete the text you do not want to include If you Insert Selected from Preview it does bring the graphics and keeps the record s formatting Before the answer is inserted you must choose the application document you want the answer inserted into using the Application Selector Other Search Features Inserting in Excel After performing the Search and locating the response you need l 2 oF Open the selected record by clicking the View Document icon In your Excel Document click into the cell where you wish to have the text inserted In the PMAPS record select text you want Click the Insert Selected icon The Application Selector will open Select your Excel document and click Insert If this does not produce the desired results you can copy text from preview and paste it into the formula bar or directly into the cell PMAPS WebPro User Manual 25 Rev 8 28 2014 v TIPS Jt is recommended that you use the Insert from Preview Insert Selected steps outlined above for best results Full Insert can be used but be aware of Excel character limits which may cause your answer to be truncated upon insert If you have stored Excel responses on the Forms tab shorten the label for the checkbox as in the example below Then in your results view Modify Columns to include the attribute If a short answer
115. signments tab click the Compliance button The Compliance Options screen is displayed Compliance Options Please enter each option for this proposal on a separate line b Click in the box and type in your first term c Press enter on your keyboard to move to the next line d Type in the second term and so on 1 The Client Name table is the area you are taken to when you click on the icon to the right of the Client Name drop down list and click Edit Values PMAPS WebPro User Manual 85 Rev 8 28 2014 e Click Save 6 Go back to the Dashboard tab and click Save Assign Sections Proposal Bid Manager 1 Once the questionnaire has been uploaded click Edit Proposal to open the questionnaire or document to be assigned sda A 2 Highlight a question or section of the RFP and click the Assign Section to User button The Assign button is only visible when the current PMAPS user has been designated as the Proposal Bid Manager for that proposal Assign Section To Manning Bett Show all users Remove user from recent list 3 This action copies the text and opens a new window with the following fields to be filled out Assign Section To this list initially displays a list of recently selected contributors This list is specific to the proposal manager that is assigned to the current proposal To assign a section to a contributor that is not on the Assign Section To list click on th
116. ssescesacanacsetaaervsseisueeceosneoccsanevsssenasere s 77 ON WV EEO SE E E A AE AET 77 Add Additional Lines Sections to a Template 2 0 0 cccccccccccccccesseeeeeceeeeeesaeeeseeeeeeseeeaaas 79 e a BE TAG E E E E T 80 Deea UC AS TAN oc saat cate E E E 80 PMAPS WebPro User Manual lil Rev 8 28 2014 Enmrallrtone Secuon Ol a Peimplate tO dC Olled LUE a E EE E E A E E 80 Email Multiple Sections with One Click secscscscsssescennsnenenasinesncnsevenensatiilsccndanenedacteslsonnsnnencncannns 80 Combine Assemble the Proposal sssssssscccceccccccccccscssssssececcccccecccoccssossssssseccccceceececsssssssssse 82 Assembly amp Project Management Center ICOMS seeeecccossssscececcccsssssceccocosssssececocosssssceeeosoo 83 RFP Assignments Module ioc occ tccae cca cece ccc sweet cae atce dace speesecmencasecesdce cement aeccswaccaviecs 84 OV GT VI GW E E E O E E A EE 84 Logging in a New Proposal n neseesssseeeressssssssceersssssssseterssssssssceressssssssceeeesssssssseeresssssssees 84 Assign Sections Proposal Bid Manager cccccccccccssssssseceeeeeceaeeseeeecceeeesaeeeeseseeeeeeeeaaas 86 CC MID ICTS ASS CTC IS asrin EE E E tapeancaaeee 89 OPT DUOS acct bscissa ster E tected E E E 89 Proposal Bid Managers or Administrators ooeeonnnnnnnnnssnennsnssseensnssseeresssssrresssseeresssses 91 OV Ey ASS TN OS e e N E E E EE E E S 92 Renk All AS SOM MCUs erorri E 92 RKemovnn Conme ii S se re ccts so estiaa aise reasteco E E
117. t AmpUn POF Driver ts Required 12 The document is assembled in the designed order and the Word Replacements tool is run on the entire document ASSEMBLY AND PROJECT MANAGEMENT CENTER WIZARD Overview The Assembly and Project Management Center is a project management tool built right into PMAPS that can provide vast control over each aspect of the proposal process This module can be used to create template questionnaires with standard attachments ready for printing or to create a template form document such as biographical groupings This feature acts as a file manager tracking each section of the proposal Administrators have the ability to create templates that can be automatically linked to a new proposal Lines or sections of the template can be added or deleted depending on the details of each specific proposal s requirements This section covers selecting customizing and assembling templates Please see the Assembly and Project Management Center Module section of the Admin manual for instructions on creating templates PMAPS WebPro User Manual 74 Rev 8 28 2014 Add or Select a Proposal 1 Begin in the Dashboard module 2 Log in the proposal or select an existing proposal by clicking on it to highlight it Please see Add New Proposal for instructions on entering a new proposal 3 Proposals Found lan Working on Proposal Acme Follow Up oo C EAX a ices a as as Meet som View Items per Page J
118. t you may pick one or more children for it Relation Type Normal Document Add Related Document Add Child Document Add Parent Document No related documents PMAPS WebPro User Manual 98 Rev 8 28 2014 Some reasons why you may want to link documents are when you want to allow easy access to documents that would be attachments or additional information for a record in your database or when you have several versions of one record in different languages To set up a related link 1 Click the Search module icon on the Navigation toolbar 2 Identify two documents that you d like to link to each other and note the Search Document ID number for each brief history of company 140022 12 31 2010 10 18 2006 brief history of company 1155 12 30 2010 8 28 2009 3 Select one of the records you wish to relate by clicking on it in the Search Results grid 4 Click on the Related tab You can choose to relate the documents only or create a Parent Child relationship 5 Enter the Document ID to link to 6 Decide the relationship of the records and choose the appropriate option either Add Related Document Add Parent Document or Add Child Document The Related tab will now be highlighted yellow to indicate to users that related records exist The related document will now be listed as shown below and you can click the View Document icon to preview the record Each document can be a parent or a child If you make this document a child
119. te This will delete all your lines Is it ok to continue f Click Close You are returned to the Assembly and Project Management Center main screen The blank line has been removed and your template has been loaded The status table is also updated because some of the pieces of the template are finals so they are now considered completed PMaps ob n Makoma ciradyunin z in i i i x 5 E i Pregame Aofa Mhi ATTY a PU Pania Fi mt a ty BA v i aH b KO imr Ea o rath Cy zE m Fa Fay Becker Breas Hee de ah oO Dom Ladi ic Dri j Smh Cady Ei nin pe Pa fag Serkan Gag Max E p ie D ad Minea Ea oem Frisi j Jent Com i Sites Fa Fa TI Grem Bu Hee 5 Do Daniam ict Th Candy Bi wind Fa m DJ mnn bni Han eS O BP imina Frai EO Bih Gedy Si psi RE Eri H Sector Brews Hee Customize a Template Overview The Admin that created the template has probably filled out some of the template options However you may edit those options and customize the template for the proposal you are working on The Type field displays the type of file that is linked to the current section Many of the template sections will be linked to standard documents when they are created For some sections the files will change with every proposal such as the questionnaire Therefore you will need to link some of the sections to the associated files after you select the template If the current section is not linked to
120. the Language drop down list This field is located in the Search module on the Attributes tab E a Main Topic El Sub Topic l Sub Topic 2 l Short De s cripti ion l a Click on the icon The following screen is displayed qm Label Description gt Language User must complete field before saving al User must complete field after Ship Date Administrator editing only Administrator adding or editing of Pick Lists _ Update Calendar C Default value Yes Disable Field b Click Edit Values to build the pick list c Click the icon to add a new language to the pick list PMAPS WebPro User Manual 101 Rev 8 28 2014 Chinese Simplified Chinese T raditional Portuguese Brazilian Spanish d Save e Repeat a d to add the remaining languages to the list Create Upload Templates for Each Language You may create a separate template for each language 1 Select the Administration icon 2 Administration from the Navigation toolbar You must be assigned an Administrator license in order to perform this step 2 On the left hand navigation bar select the last option Document Templates The following screen is displayed Click To Open in Naw V ingow PRS a PRS duc Upload Chinese Simolified A 2 Inch KB Chinese Simplified Stvles doc Upload Chinese Traditianal 4 2 Inch KB Chinese Traditional Styles dac Upload ena E Engish UK q 2 Inch KB
121. the Summary tab point to one master contact list Even though you may have field labels that display roles like Sales Rep Proposal Writer Client Services Rep Underwriter Portfolio Manager etc everyone on your internal contact list 1s displayed when you select an internal contact pick list to choose from Use the Single Selection Pick List method for choosing a contact name SME You may view the contact information for the person chosen for any internal contact field by clicking on the card B con to the right of the field PMAPS WebPro User Manual 116 Rev 8 28 2014 Multiple Selection Pick List The multiple selection pick lists allow you to make one or more selections To use this field 1 Use the vertical scroll bar to scroll down to see all of your options 2 Check the box to the left of the item to select it 3 Continue checking the boxes until you have made all your selections Vehicles Commingled Fund Commingled of Separate Edit Values Edit Add to Pick Lists Add a New Client Name If your database administrator has given you permission to edit or add to a pick list 1 Click on the icon to the right of the field for which you want to edit the pick list The following Label Definition screen is displayed Label for Soreen E Label Description Type of Bid Type of Bid User must complete field before saving User must complete field after Ship Date Administrator editing only Administator a
122. the documents back into the system If your documents are linked to sales docs it is very important to approve all the documents at the same time so that the sales docs linked to the new content is all refreshed at the same time to prevent mixed versions in the same document Status when in SmartCart When any document is in the Smart Cart a note is displayed to show the user that it is in review This will be displayed if the person requesting compliance requested it on the entire doc and choose to overwrite the existing document not create a new one Compliance has been requested on this document C Compliant Docs O Non Compliant Docs O Per Bid Docs 10 Items per Page Reset Sort Filters Page 1 T T T T Y Plesse provide any recent news clips on your 232 1 30 2010 Once the document is returned follow the SmartCart Inbox process updating documents within your PMAPS application The update will be reflected automatically in the Search module Click the Edit Document icon to En the document and edit from within the SmartCart PMAPS WebPro User Manual 111 Rev 8 28 2014 ii 7 eo rH Send Child Documents for Update As part of the Parent document approval process described in the previous section every associated Child document which is returned with content edits is automatically flagged in two ways The Needs Translation box is checked and the Needs Translation Date is populated with the date the parent
123. to run the assembly This process Combines all documents into one file in Word or PDF format Replaces all Word codes with the appropriate text as defined by the Admin PMAPS WebPro User Manual 82 Rev 8 28 2014 Assembly amp Project Management Center Icons Add Line to template Load Template is used in the Assembly Wizard to choose a template to associate with a proposal and load it Allows you to open an existing template add additional lines and save it as a new template Allows you to combine and run the assembly project This process automatically replaces all Codes with their Word Replacements and allows you to run the file in Word or PDF format Once you have loaded a template and customized it you need to save it so it keeps your changes Allows you to revert back to the last time you saved your assembly using the Save Assembly icon These icons allow you to reorder the lines on your template Allows you to email the document linked to this line to the Person Responsible Allows you to view and edit the document linked to this line r Allows you to delete the current line Document type icon Document located on your local computer or network Document type icon PMAPS record Document type icon PMAPS Proposal uploaded to the cloud Template Name Generic 2 testing Pending SS Past Due T E Faiza M Completion status of template PMAPS WebPro User Manual
124. to the database by clicking on it Click Insert Full Choose Use Destination Styles PMAPS WebPro User Manual 40 Rev 8 28 2014 re PMAPS Application Selector Insert Where Active Applications J Proposal Editor ABC Company Betty Mannin Insert Inte Selected Application fe Microsoft Word ET C Use this Application for all insertions from now on 27 Click Insert Sample New QuestionfromBetty Manning q Please enter answer here 26 Click Save Proposal 27 Close Edit Proposal Edscreen Add a New Document Need Answer Requesting Compliance 1 Inthe Search module click the New Document fi icon A new blank Word document is displayed Either type or copy and paste the question into the blank Word document Press Enter twice to place two hard returns then enter an answer placeholder PMAPS WebPro User Manual 41 Rev 8 28 2014 praposalsoitWwire request comptiance M M pie 4 aine i ey met AaBbCcDt AaBbCeoe AaBbC Fa e TERE ow t areas THomal tAoSpaci Heading Editan i a syra j ie Fant Paragraph acii Stylen r Ir rari y be jora PA i fa peere Si i i fi i FFP Question 1 AFP Answerq 3 Click the Attributes tab or use the arrows in the upper right Apply attributes individually or select an Attribute Template Bni a n n lit Document Attributes Abnifute Templates 5 Click Save 6 Click the rad
125. uments out one at a time The application is designed to send the documents in batches so that the recipients receive all their documents bundled in one attachment instead of being peppered with separate emails 3 Click Request Compliance l lof The following dialog box is displayed PMAPS WebPro User Manual 53 Rev 8 28 2014 Request Compliance E nce Notes t I Include History d ory _ Download an ICAL Reminder Include Attributes L IL Attach an ICAL Reminder _ Change the SME _ Add OCs to email _ Add notes to the items 1 Document Selected ORK Cancel 4 Check Include Notes to include the notes that you entered in Step 10 above 5 Do not check Include History unless you want to include a report for the usage history of each record within the file you are sending to the SMEs 6 Check Include Attributes to include important record information 7 If you need to change the SME click to check that box An internal contact list is displayed allowing you to change the person to whom you are sending the email It does not change the SME on the record 8 Click Add notes to the items if you want to include additional notes 9 Enter or select a Due Date from the calendar 10 Click Download an ICAL Reminder if you want the Due Date to appear on your local email calendar 11 Check Attach an ICAL Reminder 1f you d like to send it along with the documents so that em
126. uments you want to export are appearing in the Search Results area continue to the next Step 4 Click the Verify con 5 The Request Compliance for Multiple Documents screen is displayed a Request Compliance preposalsiiiw e Request Compliance Multiple Documents Verify Multiple Documents Options Document Search ID 297 Show AllDocuments Show Totals Per SME Internal Review Only Create document s but do not email or track in Smart Cart Open Documents Using Word put all documents in one file Show History Save Documents In Folder C Users Acer Documents Indude Attributes Table Orderey oameni Add to Smart Cart Sends document to SME and adds to Smart Cart t Siate Add to Smart Cart Pending Tab 6 Select Add to SmartCart Pending Tab and click Submit Continue through the SmartCart Module to finish the process SMARTCART MODULE SmartCart Pending Tab Any documents you previously added to the SmartCart through a Compliance Request Verify or have manually added are ready to be sent out If you want to add additional documents to your SmartCart follow the instructions for Adding Items to the SmartCart If you are ready to process the documents in your SmartCart you can jump to Sending SmartCart Items PMAPS WebPro User Manual 52 Rev 8 28 2014 The Pending tab includes the following information concerning each record shown Summary Document ID Proposal
127. until further notice F Use Synor includes any synonyms associated with the current text you have entered into the Search field PMAPS WebPro User Manual 17 Rev 8 28 2014 v TIPS Your synonyms library is created by your admin so it is not only industry specific but client specific If you think of synonyms that would help you locate your content more easily send them to your Admin for adding to your synonym library An example of a most frequently used synonym grouping 1s firm company corporation and organization 3 Choose what level of compliance needs to be met You have 3 options All Documents retrieves both Compliant and Non Compliant Documents Compliant Documents retrieves only the documents that have been designated as Compliant Non Compliant Documents retrieves only the documents that have been designated as Non Compliant v TIPS The compliance status of each record is displayed in the Search Results grid as a designated color 4 Decide if you want to narrow down your search by a time period when the documents expire Your options are 5 Save Preferences saves all of your selections in this area You may change your Search Options at any time and re save to update your preferences Be sure to Clear Search before saving preferences to ensure you do not save any specific words as part of your default preferences 6 You can hide the Search Options by clicking the Hide Options
128. ur desktop within your local Word application c Click the radio button to Start with a blank Excel document in which case a blank Excel document is opened on your desktop within your local Excel application Dashboard ae Logistics Marketing Followup misc Evaluation Assignmonts How would you like to begin Stan we an uploaded Gacument Start wan a diank Word document Sian wn a olank Excel document MB Save MA Cancel v TIPS Even though you may begin with a blank document in order for PMAPS to be fully functional in tracking and using Word Replacement Codes you must work with a document that is uploaded to the cloud If your current process is to reformat the client s questionnaire into your company s style and have a template document that you use you may do that before you complete the questionnaire using WebPro or after you finish completing the questionnaire In the following example we have browsed and selected the Acme Proposal so the path to that file is displayed in the field Start with an uploaded document C Users Acer Desktop Acme Proposal_ doc 4 On the new blank proposal s Summary tab select the first field that your admin has instructed you to fill out Mandatory fields will be highlighted yellow Select the Client Name field v TIPS To adda name to the list click the 7 next to the Client Name field then click Edit Values 5 Tab to the Proposal N

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