Opening RFP Documents (Word)
You should open all documents from the browser-based Dashboard, as follows:
See Opportunities view overview for more info
- Go to the Dashboard directly within your browser or via Files/Docs >> Open Dashboard in browser in the Word menu.
- Locate Opportunity for your RFP project
- Click the Opportunity ID; this opens a window that shows all related documents
- Click on the hyperlink for the File Name
See Opportunities view overview for more info