FAQ

Once logged in, go to your User Menu > Proposals > + Add New. From the Admin panel, there are two methods for creating a new Proposal:

• Click the "+" next to "Proposal" on the main Admin screen.
• Click "Create new" from the top of the Proposals Management admin screen.

You'll be prompted to upload your document and select the available Industries, Services, and Proposal Types.

User must be a Proposals admin or content editor for access to Proposals administration.

Once logged in, go to your User Menu > Proposals > Proposals to visit your main Proposals management screen. From the admin screen, you can access the Proposals management screen by clicking on the Proposals button.

User must be a Proposals admin or content editor for access to Proposals administration.

To edit a single Proposal:

• Use the pagination controls or filters to locate the Proposal. Either click the link in the Date column or select the checkbox of the corresponding row and click "Edit" from the top of the screen.
• From here, you can modify all available fields.
• To upload a new source file, you must first delete the existing asset by clicking the "x" at the top-right corner of the tile near the top of the page, then you will be able to upload your new file source.

To edit multiple files at once:

• Select multiple rows by checking the box of each corresponding proposal you wish to edit.
• Click on "Edit" at the top of the screen. From the drop-down menu, select the field you wish to modify. Provide the new value for the field and hit "Save." Only one field can be modified at a time using this method.

You can edit, add, or remove Industries, Services or Proposal types.

Once logged in, visit your Admin screen. Under the Proposals heading, click the tile of the corresponding tag type you wish to modify.

There are two ways you can add a new tag under one of these existing types:

• Click on the "+" within the tile of the type you wish to add, or
• Click on the tile of the type you wish to add to, then click "Create New" from the top.

To edit a single tag:

• Click on the Term name to go to the detail screen for that individual tag, or
• Check the box on the row of the tag you wish to edit, then click "Edit" from the menu bar.

To edit multiple tags:

• Check the box next to all the tags you wish to modify, then click "Edit." From this next screen, select the field you wish to modify, update the field, then hit "Save."

To delete a tag:

• You can select a single tag or multiple tags by checking the box next to each row, then click "Delete" from the top menu bar.
• If you click into an existing tag, click on the 3 dots to the right of the Save button, and click "Delete."

PDF and PPTX files are currently supported. It is recommended you convert Word docs to PDF format prior to uploading.

While there is not a limit to the number of documents that can be uploaded to the platform, Agency Ally may necessitate limits at a later date in order to ensure proper performance for all platform users.

Currently all chats are permanently deleted upon the user clicking the "Delete" button in the confirmation dialogue.

There is no limit to the number of RFPs; you are only limited by your ability to multitask!

Yes, any logged-in user can view your chat if you send them the URL.

If your account has permissions to create new users, visit the Admin panel and either:

• Click the "+" next to "Users" under the "System Admin" heading, or
• Click on "Users" to go to the main User Management panel and select "Create New" from the top.

Provide the required information and click "Save." The platform will email the new user with their credentials.

From the Admin panel, click on the Users button.

To edit a single user:

• Either click on the email address of the user or check the box next to their row and click "Edit" from the top menu.
• Once you are done modifying the user, click "Save."
• If you are wanting to delete a user, click the 3 dots next to the Save button, hit "Delete," and confirm your choice.

To edit multiple users at once:

• From the main Users screen, select the checkboxes of the rows you need to modify, then select "Edit" from the top menu.
• On the next screen, select the field to modify, provide your new value, and click "Save."

The user can click on "Forgot password?" from the main login screen, or an Admin can edit their User profile and create a new password on their behalf.

From the Admin panel, a user with proper permissions can select the user that has been locked out, and from their User management screen, click "Force unlock".