Content Library (Excel)

The Content Library is the same for the Word and Excel Tool.  However, their interfaces are slightly different.

Searching the Content Library

  1. In a Quote File, go to Insert >> Doc Section >> From Builder Content Library 
  1. Enter the text you want to search for into the Search field 
  1. Click the Search button 
  1. Optionally select a Category or Subcategory, which will limit the text search to the content associated with the selected Category/Subcategory 
  1. RFP Builder will search for a case-insensitive match of the string of characters within the Description, Category, Subcategory, or the text of the content itself.   
 
Tip:  Clear out all fields and click the Search button to show all content in the library. 

Inserting Content from the Content Library

  1. In a Quote File, go to Insert >> Doc Section >> From Builder Content Library 
  1. Enter the text you want to search for into the Search field 
  1. Click on the Outline tab and position your cursor in the cell in which you want to add content 
  1. In the Content Library window, double-click on the content you want to add to the Outline 

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