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
- Login to iNsight and navigate to the Workspace containing the Solicitation. Then navigate to the Solicitation Section via the left hand navigation bar.
- Click on the Solicitation card and then navigation to Proposals view via the left hand navigation bar.
- Click on desired Proposal and then click on the Documents tab. Choose the component folder to view the files to access.
- Click on the desired file name to download the document.
Download all Component document
- Navigate to the Workspace containing the Solicitation and then to the Solicitation Section.
- Click on the Solicitation card, then navigation to Proposals.
- Click on desired Proposal, Documents tab, then the folder for the desired component.
- 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
- Navigate to the Workspace containing the Solicitation and then to the Solicitation Section.
- Click on the Solicitation card, then navigation to Proposals.
- 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
- Access the Proposal Summary View.
- Click the Action button for the desired proposal and select Compliant or Non-Compliant as applicable.