About the Project Wizard
Project Wizard
The Project Wizard is a guided way to create a complete project in a few steps. It helps you set up the project, upload the main source document, add or select the collections that will support your response, and then review everything before processing begins.
The wizard is intended to reduce setup time and keep the most important project steps in one place. Instead of creating a project, then separately attaching collections and uploading files, the wizard walks you through the full setup flow from start to finish.
The user-visible wizard flow is organized into three main stages:
- Upload Main Document
- Add KnowledgeBase
- Review and Process
INFO
The Project Wizard is best used when you are starting a new opportunity and already know the main document you want to respond to and the supporting material you want the AI tools to use.
About the Project Wizard
From the dashboard, select New Project to open the Project Wizard. The wizard includes a progress display at the top of the page and uses Next, Previous, and Start actions to guide you through setup.
The wizard combines several setup tasks into one flow:
- Creating the project
- Choosing the processing method
- Uploading the primary source document
- Creating a new collection or selecting existing collections
- Uploading supporting documents or websites into the selected collection
- Reviewing the final setup before processing begins
This makes it a practical starting point for new RFIs, RFPs, and other structured response efforts.
Creating a Project
The first stage of the wizard is Create Project & Upload Main Document.
In this step, you provide the basic project information:
- Enter a Project Name. This is required.
- Optionally enter a Project Description to describe the purpose or scope of the work.
- Choose the Processing Method.
- Upload the main source document.
The wizard supports two processing methods:
- Q&A Method for documents that should be broken into individual questions or response items
- Proposal Method for documents that should be evaluated as a whole and answered with one complete narrative response
After selecting the processing method, upload the primary document you want to respond to. This is the source document for the project. Any supplemental material such as product guides, brochures, appendices, or instructions should be added in the next stage as Knowledgebase material.
You can also choose Extract Instructions from source document into Project Instructions. When enabled, the platform uses AI to identify responder guidance, constraints, and background instructions from the uploaded source file and place them into the project instructions area.
TIP
Use a project name that clearly identifies the opportunity, customer, or response effort. This makes it easier to find the project later and reduces confusion when similar bids are active at the same time.
Building Collections
The second stage of the wizard is Add KnowledgeBase. This step is where you connect the supporting material the AI tools will use as context.
You can build this step in two ways:
- Create New Collection
- Select Existing Collections
Creating a New Collection
If you create a new collection, enter:
- A Collection Name, which is required
- An optional Collection Description, which is recommended
After adding the collection to the project, you can begin uploading supporting material.
Selecting Existing Collections
If you already have useful Knowledgebase collections, you can choose them from the existing collections list instead of creating a new one. This is useful when product documentation, company background information, previous responses, or pricing materials are already indexed and ready to use.
Uploading Supporting Documents
Once a collection is selected, the wizard opens the Upload Supporting Documents area. Here you can:
- Drag and drop files into the upload area
- Select Browse Files to upload documents manually
- Use Add Website to include a URL as collection content
The upload area in the wizard is designed for common supporting formats such as PDF, Word, Excel or CSV, and text files. Uploaded files appear in a document table that shows details such as file name, size, status, and indexing progress.
If you use an existing collection, the wizard also shows that the current Knowledgebase is already available and lets you either continue or upload more material.
TIP
Wait until supporting documents show as indexed before moving forward. The AI tools work best when the supporting collection content is fully processed and available for retrieval.
Executing AI Analysis
The final stage of the wizard is Review & Process.
Before processing begins, the wizard shows a summary of the setup, including:
- Project name and description
- Collection information
- Supporting document count
- Primary document name
- Processing method
- Whether instruction extraction is enabled
Use Previous if you need to make changes before starting. Once everything looks correct, select Start to begin processing.
During processing, the wizard shows status updates and a progress indicator while the project is prepared.
When processing is complete, the next experience depends on the method you selected:
- For Q&A Method, the system extracts the questions or response items and prepares the answer workflow so you can review and edit responses
- For Proposal Method, the system prepares the project so you can review the document as a whole and generate the proposal response
The completed project then opens in the project workspace, where you can continue working with the generated output.
WARNING
Review the final summary carefully before selecting Start. If the wrong processing method, source document, or collection is selected, the results may not match the opportunity you intended to work on.
Best Practices for Using the Wizard
- Use the wizard when starting a new opportunity from scratch
- Choose the processing method before uploading the main document so the workflow matches the response type you need
- Keep the main source document separate from supporting collection material
- Use focused collections instead of adding too much unrelated context
- Review extracted instructions before generating final customer-facing content
What to Do Next
After the wizard completes processing, the usual next steps are:
- Review the project workspace
- Generate answers or proposal content
- Edit the output in the WYSIWYG editor
- Download the final results in the appropriate format
For related guidance, continue to the Projects, Building Your Knowledgebase and Collections, Working with Q&A Responses, and Generating Proposals pages.