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Creating and Editing a Shared Section

How to create and edit a Shared Section

To begin creating a new Shared Section, start by clicking the blue +New Shared Section on the right side of your page:

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Then you will need to choose the:

  • Template Type
    • Purchase
    • Contract (This option will only be available if your agency has access to the Contract Module)
  • Section Type
    • Scope of work
    • Vendor Questionnaire
    • Pricing Proposal
    • Evaluation Phases
    • List Items and
    • Text Area 2.png

Once you have selected the Section Type, click +Create Shared Section to create a Draft Shared Section.

Now that we have created a Draft Section, the next step is to give our Section a title. This title will be the same title shared across all templates. Just to the right, you can give your section a Short Name, and also update the owner of the Shared Section.

One item that is especially important to note is the Add Instructions icon. This area will allow you to add specific instructions for your end users to complete this section.

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When you are ready to begin adding content, please click the +Add icon:

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List Items can be programmed with the instructions for completion. Please click the </> icon to launch. From here you can select the Form Type you wish to use

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Once you have completed adding content to your Shared Section, and ready to use, click the green Set Live icon. You can choose the Save option at any time while working on this section. If you would like to stop working and come back at another time, you can choose the Done option:

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Select More to Show Form Errors, Copy the Shared Section or Delete (Permanent, cannot be recovered)

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You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.