RFPMonkey.com Agenda Overview Logging in Personal Settings Searching for content Using search results

Search Training Makes responding to RFPs so easy… Well you get the idea. Call (xxx) xxx-xxxx Access Code: xxx xxx xxx 84% for WBT capture

RFPMonkey.com Training These slides are at www.rfpmonkey.com/training/search-training.ppt Also download the GettingStarted guide from the Support Portal

RFPMonkey.com Agenda Overview Logging in Personal Settings Searching for content Using search results

Overview

RFPMonkey.com RFPMonkey.com lets you store, categorize, and retrieve RFP entries to help you respond to RFPs An entry is a Question-Answer pair. It contains… Question Response Optional Key Words Optional Comments Category Sub-category Product Version Division Source Status

RFPMonkey.com Benefits Shorter RFP response time Better management of time-sensitive information Collaborative Content Authoring Less reliance on subject matter experts Standardization of important RFP content More comprehensive RFP responses Increased communication of important information Empower channel partners with your RFP data

RFPMonkey.com User Interface Main Menu

RFPMonkey.com User Interface Sub Menu

RFPMonkey.com User Interface Menu and Sub Menu vary based on user’s permissions.

RFPMonkey.com User Interface Close session and logout. Return to login screen.

RFPMonkey.com User Interface Navigation Index

RFPMonkey.com User Interface Show Previous/Next page in list Number of pages depends On personal setting – Rows/Page

RFPMonkey.com User Interface Show specific page in list

RFPMonkey.com User Interface Sort list by this column (Descending / Ascending)

Logging In

Logging In 1498 www.RFPMonkey.com Click on Customer Login Enter Acct Number, User name, Password www.RFPMonkey.com/app Enter Acct Number User name Password 1498

Forgotten Password Click on I Forgot my password Enter your email address

Exercise 1 – Logging In Now, Students log into your own accounts. Use the ‘I forgot my password’ link if needed.

Personal Settings

User Profile Use this screen to change your username or password Subscribe (or unsubscribe) to email alerts

Personal Settings Use this screen to set your personal display settings Detail level for results lists Font style for entries Rows/page for results lists Columns to display in search results

Searching

Search Screen Only Approved entries can be searched Search results are displayed in a list

Search Screen Only Approved entries can be searched Type text to search for

Decide which entry fields Search Screen Only Approved entries can be searched Decide which entry fields to search

Filter search by grouping values Search Screen Only Approved entries can be searched Filter search by grouping values

or let RFPMonkey.com decide Search Screen Only Approved entries can be searched Select search mode or let RFPMonkey.com decide

Searching the repository You can search for: A single word

Searching the repository You can search for: A single word A specific phrase

Searching the repository You can search for: A single word A specific phrase An actual RFP question

Searching the repository You can search for: A single word A specific phrase An actual RFP question … or everything in the repository

Search Modes Exact Match Relevance Match Auto

single words or specific, Search Modes Exact Match Relevance Match Auto Exact Match is best for single words or specific, short phrases

Search Modes Exact Match Relevance Match Auto Relevance Match will locate entries that may be related to the search phrase It’s best for whole sentences or questions

Search Modes Exact Match Relevance Match Auto Auto will automatically switch to Exact or Relevance based on how many words are in the search phrase This is usually the best way to search

Exercise 2 – Searching (browsing) Leave the Search Phrase empty Click the Query button Now, set the Category to Custody and search again’ These dropdowns are used to Filter results.

Exercise 3 – Searching (exact) Set search mode set to ‘Exact’ Search for the word ‘statistics’ How many were found? Now, search for ‘stat’ Now, how many were found? Now, set the ‘Highlight’ check box and search again

Exercise 4 – Searching (relevance) Leave search mode set to ‘Exact’ Search for the word ‘how are hedge fund strategies implemented’ How many were found? Set search mode to ‘Relevance’ and search again Now, how many were found?

Using Results

Search Results Search results are displayed in a list To view full details of an entry, click it’s ID

Search Results View Question, Response, Comments, Key Words, Status, Grouping values, Audit Trail and actions.

Search Results Highlight results and Copy to the ‘clip board’ Tip: Ctrl-C is a shortcut for Copy

Search Results If you want to continue evaluating other results, click ‘Back to Results’…

Search Results Your previous list of search results is redisplayed. So you can use or drill into other entries.

Live Demo and Q&A