Learn how to manage Submitted Proposals in iNsight via the following functions: 

  • Download a single document
  • Download all Component documents
  • Download all Proposal documents
  • Mark a Proposal Compliant or Non-Compliant
  • How to extend the Proposal due date


Download a single document

  1. Login to iNsight and navigate to the Workspace containing the Solicitation. Then navigate to the Solicitation Section via the left hand navigation bar. 
  2. Click on the Solicitation card and then navigation to Proposals view via the left hand navigation bar. 
  3. Click on desired Proposal and then click on the Documents tab. Choose the component folder to view the files to access. 
  4. Click on the desired file name to download the document.


Download all Component document

  1. Navigate to the Workspace containing the Solicitation and then to the Solicitation Section. 
  2. Click on the Solicitation card, then navigation to Proposals. 
  3. Click on desired Proposal, Documents tab, then the folder for the desired component. 
  4. Click on the three (3) dots on the right side of the folder and then click on the Download File(s).


Download all Proposal document

  1. Navigate to the Workspace containing the Solicitation and then to the Solicitation Section. 
  2. Click on the Solicitation card, then navigation to Proposals. 
  3. Click on the three (3) dots on the right side of the Proposal row and select Download File(s).


Mark a Proposal Compliant or Non-Compliant

  1. Access the Proposal Summary View. 
  2. Click the Action button for the desired proposal and select Compliant or Non-Compliant as applicable.


How to extend the Proposal due date

To extend the due date for proposals on a solicitation, submit a Service Request ticket and select the Modify Existing Solicitation option. List the solicitation and that you need the Proposal due date to be changed and to what date.