UpliftRFPSupport

    Main navigation (sidebar)

    The four primary areas of the app — Dashboard, Tender Responses, Content Vault, and Settings — plus notifications.

    The left-hand sidebar is your primary map of the product. It stays visible on desktop so you can jump between areas at any time. On mobile, tap the menu icon in the header to open it.

    Dashboard

    The Dashboard is the default screen when you open the app. It surfaces tasks that need your attention, shortcuts to recent or active tender responses, and quick paths into the Content Vault.

    Use the Dashboard to see at a glance what to work on next. If you have outstanding tasks from colleagues or answers flagged for review, they will appear here.

    Tender Responses

    Tender Responses lists all your projects and is where you create new ones. Each row shows the response name, its current state, and quick-access actions.

    Opening a response takes you to the project page — the main workspace for that bid, with sections, questions, collaboration tools, and the export controls.

    Content Vault

    The Content Vault is your reusable library of documents. It is organised into tabs by content type: RFP documents (past tenders), standard documents (policies, company overviews), case studies, key personnel profiles, and any other types available on your plan.

    The AI draws on these documents when generating draft answers and when the AI Assistant answers your questions. The more relevant, well-structured content you upload, the better the output.

    Settings

    Settings is divided into tabs covering your profile, organisation details, Organisation Intelligence (the AI's knowledge of your organisation), workspaces, billing, and — for admins — team management.

    Several of the most impactful improvements you can make to answer quality live in Settings, particularly under Organisation Intelligence.

    Notifications

    The bell icon in the top header opens a quick notification panel. For a full list and history, there is a dedicated Notifications page accessible from the bell.

    You will see notifications when processing jobs finish (uploads, bulk generation), when a colleague mentions you in a comment, and when a question or task is assigned to you.