Document Collaboration in the Web App

You can manage RFP projects end-to-end directly from the SiftHub Web App. This experience allows you to upload documents and collaborate in a centralized workspace without needing to open external files or toggle between tabs.

The interface combines two powerful tools working together: the Web App Document Grid (for viewing and editing content) and the SiftHub Browser Extension sidebar (for managing the outline, AI tools, and collaboration).

1. Creating a Project in the Web App

To start a project using the Web App workspace:

1. Navigate to Projects > Create Project.

2. Select the Project Type (e.g., RFP, Security Questionnaire).

3. Under Primary Document, upload your file (Excel .xlsx or Word .docx or .csv).

4. (Optional) Upload Additional Documents.

5. Fill in the project details (Name, Owner, Delivery Manager, Due Date) and click Create.

2. The Web App Workspace

Once created, you can click on the Primary Document and the project opens in a split view:

• The Document Grid (Left): This is the Web App interface. It displays your uploaded document content in a structured table. You can switch between document tabs (e.g., General, Security, Pricing) using the tabs at the bottom.

• The Extension Sidebar (Right): The SiftHub Browser Extension opens automatically on the right side. It displays the Project Outline, statuses, assignees, and "My Tasks," just as it does when working in Google Sheets or Excel.
  

3. Configuring Autofill

Before generating answers, ensure SiftHub knows where to put them.

• Sources & Answer Settings: In the autofill, or when creating a Project, use the Sources filter to choose which connected repositories the AI should search. Use Answer Settings to control response length and language.
  

• Answer Column Configuration: SiftHub auto-detects the best column for answers (e.g., "Response"). You can manually adjust this for each tab to ensure answers land in the right place.
  

4. Autofilling Answers

You can generate answers individually or in bulk using the Grid:

• Bulk Autofill: Select multiple rows or entire sections using the checkboxes on the left of the Grid. Click the Autofill button in the top header.
  
   

• No Information Found: If the AI cannot find a matching answer, it will flag the row in the Grid as "No information found."

5. Managing Sections and Questions

You can update statuses and assignees using either the Grid or the Extension Sidebar.

• From the Web App Grid (Bulk): Select the desired questions, click the Update dropdown in the header, and choose an action (e.g., Mark as Updated, Submit for Review, Change Assignee).
  

• From the Extension Sidebar (Individual): Click the ... menu next to any section or question card in the outline to perform actions like Request Content or Submit for Review.
  

6. Requesting Content & Guest Access

When you need input from a Subject Matter Expert (SME):

1. Select the question(s) in the Grid or Outline.

2. Choose Request Content from the Update menu.
   

3. Assign: Select a teammate or invite a Guest User via email.
   

4. Context: Add a Due Date and a Comment.

5. Submit: The assignee will be notified.

7. Review & Approval

Once answers are drafted:

1. Submit for Review: Collaborators can select questions and submit them for review.
   

2. Approve/Reject: Reviewers can select items and use the Update menu to Approve (locking the answer) or Reject (sending it back to First Draft with feedback).
   

8. My Tasks

You can track your work via the My Tasks tab in the Extension Sidebar.
 

• In Progress: Shows active content requests or reviews waiting for your action.

• Completed: Shows history of your finished tasks.

• Clicking a task card in the extension will automatically scroll the Web App Grid to the relevant question.

9. Export

When the project is complete, click the Export button in the top-right corner of the Grid to download the Primary Document in its original format with all responses filled in.