Overview
The Data Library is your team's central home for the documents and records GovDash uses across the platform. Upload capability statements, resumes, technical documents and more, and GovDash reads each one, sorts it by document type and links it to the people, companies, agencies and contracts it mentions. Dash and Proposal then use this content when they write for you.
To open it, select Data Library under Platform in the left side panel. The tabs at the top hold your Documents, People, Companies, Agencies, Forms and Agreements. For a quick summary of everything you've uploaded, see the Data Library Dashboard.
Use this page as your starting point. Find the task you want to do, then open its article.
Take the Tour
Click through the interactive walkthrough below for a quick look at Documents, People, Companies, Agencies, Forms and Agreements.
Find What You Need
The Data Library articles follow the order your team works. Find the task you want to do, then open its article.
Set Up the Data Library (Admins)
Sync documents from SharePoint: Microsoft SharePoint Integration Setup
Control who can open the Data Library with roles in Settings > Access & permissions > Roles. To limit who can see or edit a specific record, use Sharing: Roles & Permissions and Sharing Items with Your Team
Add and Organize Documents
Upload documents, set classifications, and rename or delete files: Uploading and Managing Documents
Learn how GovDash sorts each document and where it uses it: Document Types
Label documents with tags so your team can find them: Document Tagging
See a document's details, the records it's linked to and a Dash summary: Document Details
Manage People, Companies and Agencies
Add and update people, companies and agencies, and add custom fields: People, Companies, and Agencies
Build your staffing pool from resumes and get staffing recommendations: Staffing Pool & Resume Management
Work with Teaming Partners
Collect information and files from partners, personnel or teammates: Forms
Create and track NDAs and teaming agreements: Agreements
Videos
For full video walkthroughs, see the Data Library training videos.
For short example workflows, see the Data Library use cases in the GovDash Playbook.