
Available functions
From the Documents section, you can:- View all previously uploaded documents
- Upload new documents
- Tag documents with categories for organization and filtering
- Reuse documents across multiple opportunities and proposals
Recommended document types
The following document types improve the quality of AI-generated proposals and simulation results:Organizing documents with categories
Documents can be tagged with one or more categories. Categories are classification labels that support search, filtering, and grouping across the platform. To manage categories, see Categories.Related topics
- Categories — Creating and managing classification tags for documents.
- Proposal Generation — How uploaded documents are used in proposal generation.
- Team Simulation — How uploaded documents affect simulation accuracy.
