Support
Step-by-step help for using the UpliftRFP app: workspaces, the Content Vault, tender responses, collaboration, and export. Browse by section below, or open Release notes for product changes.
Getting started
Where to start
Sign in, first steps, and how the app fits together.
Workspaces & organisation switcher
Personal vs organisation workspace and switching context.
Main navigation (sidebar)
Dashboard, Tender Responses, Content Vault, Settings, and the notification bell.
Settings
Settings
Profile, organisation, customisation, workspaces, billing, and team management.
Customisation
Company Purpose, Brand Tone of Voice, Custom Prompt, and the AI intelligence fields.
Content Vault
Content Vault — overview
What the vault stores and how drafts use it.
Content Vault — upload & manage
Tabs, uploads, processing status, and search.
Content Vault — case studies & key personnel
AI-assisted extraction and editing structured records.
Submission date & outcome
Document context for prioritising winning, recent proposals.
Dashboard & notifications
Dashboard
Home screen tasks and shortcuts.
Notifications
Bell and full notifications page.
Tender Responses
All responses & creating a response
RFP upload vs standalone, limits, and extraction.
Project page (tender response)
Centre list, bulk tools, export, and Tender Intelligence QA entry.
Project settings
Per-response settings from the project.
Sections & questions
Structure, CRUD, and reordering.
Project sidebar
Status, team, tasks, comments, and activity.
Question page
Answer editor, assistant, versions, and question sidebar.
Bulk answer generation
Draft many answers at once from the Content Vault.
Tender Intelligence QA
Quality review across the response before submission.
Project Preview
Review structure and answers in a clean view before exporting.
Export & add to Content Vault
Download the pack and reuse it in the vault.
AI Features
AI Assistant
Interactive AI help inside a question — prompts, web research, and tips.
Troubleshooting
Troubleshooting
Solutions to common issues with documents, generation, export, and access.
Release notes
Release notes
A changelog of the latest updates and releases.