Loopio allows you to create, answer, and export Projects to address the questions in your documents.
Note:
- Not sure what a Project is? Read on: What is a Project?
- Want to learn about creating proactive Projects without having to wait for an RFP? Read on: Creating Project Templates
To Create a New Project:
- Click Projects in the top navigation bar
- Click New Project
- Enter your Project Details, including the Project Name, Client Name, description of the Project, Project Owner, Due Date, and (optional) Word Export Theme
Tip: Be sure to make your Project Name specific. It's common to work on multiple Projects for the same client.
- Upload the document you want to answer in Loopio. You'll also be able to upload additional reference documents inside your Project
- Click Create
Tip: Want to learn more about working with Projects? Read on: