When you upload a table from within a Word document, you will have a few different options in RFP360 based on the
format of your table. You can pull in the tables that have multiple response columns, identify headers for the response
fields and map multiple sections within tables.
You can review the steps below, or watch a quick 6 minute video here:
- Header Row: If there is a row with headings for your response columns, select that row number in the dropdown list. If there is no header row, leave this field blank.
- You can only have 1 header per table.
- Question Column: Select your question column number in the dropdown list.
- Your questions must lie in a column. You cannot have more than 1 question column.
- Knowledge Response Column: Choose the response column number from the dropdown list that you want to be able to populate with existing Knowledge Library content or save to the Knowledge Library as a new record.
- There can only be one Knowledge Response Column.
- Manual Response Column(s): Check all the response columns from the dropdown list that you want to appear in the Response Outline. These fields can be updated manually.
- You can have multiple Manual Response columns. However, you cannot populate with existing Knowledge Library content or save to the Knowledge Library as a new record.
- Section Button: Click on the Section button to activate section mapping for the table. A check mark will appear in front of the word Section on the button to indicate section mapping is active. Highlight text to identify a section for the table. The section can be mapped from text appearing above the table or text that exists within the table. Multiple sections can also be mapped within the table.
- When all the table values have been selected, click on the Set Table button to apply your selections.
If you make a mistake and want to reset the table after applying your settings, click the Reset arrow next to the Set Table button.
- Example of a Word table before applying mapping selections:
- Example of a Word table after applying mapping selections:
Note: When mapping the section(s) for a table, be sure to use the Section button in the table control panel to make those sections. Do not use the Section mapping button at the top of the Import page for the table.
When all looks good, select the Save & Import button in the upper right-hand corner. You will be taken back to the Outline to start working your proposal.