Uploading and Managing Documents

Overview

The GovDash Data Library is your central document repository for documents like capability statements, resumes, technical documentation, and more. It provides categorization tools such as tags, key personnel profiles, company and agency databases. SharePoint is easily integrated, which will allow you to sync your SharePoint documents within GovDash.

Data Library Document Recommendations

Unsure what to upload to the GovDash Data Library? Check out our recommended document list below. These aren’t required documents, but they can help GovDash understand more about your business, capabilities, certifications, and more.

• Company Overview/ Mission Statement

• Key Personnel Bio’s

• Resumes

• Narratives/boilerplate that are often requested in RFPs such as:

  • Management Approach

  • Staffing Plan

  • Approach to Sustainability

  • Risk Management Plan

  • Quality Assurance Practices

• Writeups on your Key Service Offerings (What you would have listed as services on your company website)

• Past Performance Writeups

• Submitted Proposal Documents

• Legal & Contractual Compliance Documents

  • Intellectual Property & Data Rights (Handling of proprietary information)

  • Security & Compliance Certifications (Cybersecurity requirements such as CMMC, NIST 800-171, etc.)

  • Insurance & Liability Coverage (Proof of required coverage (e.g., general liability, workers’ comp, etc.)

Uploading Documents

To start uploading your team documents to the Data Library, click the Data Library button on the left hand side of GovDash.

Click the Upload Files button displayed in the top right hand corner to begin uploading.

Next, begin uploading your files. Once your documents have been uploaded, they will display in the list. You can also upload documents from SharePoint here using the SharePoint tab.

SharePoint Integration

For more information and a tutorial on our SharePoint integration, check out our guide here!

Click Confirm at the bottom once you’ve finished selecting your files.

File Formats

GovDash supports a wide range of file formats for uploading your data and documents. You can confidently upload common file types such as PDF (.pdf), Word documents (.doc, .docx), Excel spreadsheets (.xls, .xlsx), CSV files (.csv), and more.

Whether your file is a PDF or a Word document, GovDash treats both formats equivalently for document handling and processing. There’s no need to convert between file types, simply upload what you have, and we’ll take care of the rest.

For PowerPoint (.ppt, .pptx) file formats, we will extract text from slides, but will not process images.

For image file formats (.png, .jpeg, .tif, etc.) we are able to extract clear text, but not utilize any of the actual image.

If you have questions about a specific file format or run into issues uploading, please contact our support team.

Renaming and Deleting Documents

You can edit the document names after they've been uploaded by clicking the Actions button on the right-hand side, and click Edit Nickname.

You may also delete documents by clicking the Actions on the right hand side of a document in the list, and click the Delete Document button (as shown above).

Important

You cannot recover a document after deleting it, you must re-upload the document.

Bulk Deletions

If you’d like to delete more than one file at once, use the checkboxes beside the file name column to make your selection, and the trash can icon within small black box to make your deletions.

What happens after I delete documents?

When you upload a document to GovDash, connections are automatically created in People, Companies, and Agencies tabs using the content within your document, such as key personnel, partner profiles, and customer details. When you delete a document, these connections are still present, meaning that we will not delete the records that were created from the document.

GovDash can still utilize these records without the associated documents, so if you’d like to ensure all traces of the documents are removed, please ensure the associated key personnel, companies, and agencies are deleted using the steps in our Help Center article here.