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.

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.