UpliftRFP

    Export & add to Content Vault

    Download your response as a Word document, what to check before exporting, and how to store the completed pack for future reuse.

    Preparing for export

    • Run Tender Intelligence QA and address any high-severity findings before exporting.
    • Check the Status tab in the project sidebar: all questions should be on Complete, with none left on Needs Attention.
    • Open Project Preview for a final structural read-through to make sure no sections are missing or out of order.
    • Confirm all answers are saved. Auto-save keeps things current, but if you have any unsaved changes in the editor, save them before exporting.
    • Configure Brand & styling under Settings → Customisation if you have not already — this controls your cover page, headers, footers, and diagram colours.

    Exporting

    • From the project page, click the Export button in the top actions area.
    • The export generates a Word (.docx) document with a branded cover page, running headers and footers, page numbers, embedded images, and rendered diagrams. This may take a few seconds for large responses.
    • Once ready, the download will start automatically or a download link will appear.
    • Open the Word document and review the formatting. Minor adjustments in Word are still possible, but most branding is applied automatically.
    • Sections set to Export as table export their questions as a two-column Q&A table with no header row.

    Troubleshooting export issues

    • If the download does not start, check your browser's download settings and pop-up blocker, then try again.
    • If the exported document has missing content, check that those questions have saved answers in the editor (not just draft unsaved text).
    • If embedded images are missing, confirm the answer was saved before exporting, then try again.
    • If the cover page looks wrong, check Settings → Customisation → Brand & styling and any client logo or cover image overrides in Project settings.

    Adding to the Content Vault

    • After export, use Add to Content Vault from the project page to store the response in your vault.
    • This makes the complete tender response available as source material for future generation runs: particularly valuable if this was a strong submission.
    • Open the stored document and set the submission date and outcome (see Submission date & outcome). Mark it as 'Won' if it was successful: this raises its priority in future drafts.
    • You can remove a response from the vault later if it becomes outdated, from the Content Vault document detail view.

    Building a reuse library

    • Every submitted response you add to the vault (with outcome metadata) strengthens the AI's material for future tenders.
    • After a few submissions, you should see a noticeable improvement in first-draft quality as the AI has more successful content to draw on.
    • Archive or remove very old responses or responses on topics no longer relevant to your business to keep the vault focused.