How do I keep my Knowledge Filter set across a Proposal?

Once you have selected a Question in your Proposal, your Knowledge Base will be searched for what the system believes is the most relevant content for you.

However, for those with larger Knowledge Bases there can be ways in which you can improve your finding and using of Knowledge. If you select the gear/filter icon to the right of the search field, you will expose a view you are likely familiar with.

You can narrow down your search by a dozen different criteria:
Tags, Proposal/Profile, Review Date, Reviewer, Review State, Created Date, Modified Date, Times Used, Created By, Last Modified By, Accounts, Exclude search results form this proposal

1) Press the Filter/Gear Icon to expose the KB filter pop-up.
2) Select from the 12 various sorting options.
3) *If you prefer to have the filter persist for a few questions, a section or a full Proposal, we would recommend setting this to Apply to Proposal. 

Be sure to press "Filter Results" when you have completed

4) *If you need to clear the filter to get back to the simpler of queries, then press the Clear button.
5) You will notice that when you have applied a filter the red gear icon will be "red" when the KB has been filtered.

* = New features


Note:
This "sticky" filter is only at each individual proposal at each individual user's level. The filter you make, only you can see. Additionally, we would like to point out that these filters will last the duration of a "session". That means that after a couple hours of use (or no use) and if you logout and log back in the filter will Clear itself automatically.

Managing a Proposal

  1. How do I create a new Proposal?
  2. Can I create a Proposal that has Sub-sections?
  3. How do I edit the name of my Proposal?
  4. How do I copy an existing proposal?
  5. What is the Proposal Dashboard?
  6. Can two (2) people edit a proposal at once?
  7. How do I mention a user within a proposal/profile question's internal notes?
  8. How do I export my Proposal?
  9. Who is my Proposal Owner?
  10. How do I delete a Proposal?
  11. How do I pick my font in RFP365?
  12. Can we use our own Word proposal template for exporting?
  13. What are Proposal template placeholders in the export?
  14. What is my Proposal Export supposed to look like with the Table of Contents (TOC)?
  15. How do I choose a Default Proposal Template and/or Style?
  16. Can I modify the numbering in a Proposal?
  17. How do I format Normal Text in Word?
  18. How do I search for past responses?
  19. How do I keep my Knowledge Filter set across a Proposal?
  20. How do I move sections around?
  21. What are proposal analytics?
  22. How do I delete a Section?
  23. Why is the Excel export different from the Word version?
  24. How do you setup reminders/notifications for team members?
  25. I'm out of proposal credits. How do I buy more?
  26. Where is my expert response?
  27. How do I move a Proposal?
  28. How do I close out a Proposal?
  29. What is the character limit in Questions?
  30. Including Excel drop-down lists in your RFP response
  31. Can I move questions to another Section?
  32. What if I my client's RFP contains Sub-Sections?
  33. How do I fill out the Excel upload template for a new Proposal?
  34. How do I upload multiple sections using the Excel Proposal Section Upload template?
  35. How can I tag a question from within my Proposal?
  36. How much time are we spending on Proposals and how are the Metrics tracked?
  37. How do I use/manage placeholder text in a Proposal?

Feedback and Knowledge Base