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

2. 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

3. RFPMonkey.com Training
These slides are at
Also download the GettingStarted guide from the Support Portal

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

5. Overview

6. 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

7. 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

8. RFPMonkey.com User Interface
Main Menu

9. RFPMonkey.com User Interface
Sub Menu

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

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

12. RFPMonkey.com User Interface
Navigation Index

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

14. RFPMonkey.com User Interface
Show specific page in list

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

16. Logging In

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

18. Forgotten Password Click on I Forgot my password
Enter your address

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

20. Personal Settings

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

22. 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

23. Searching

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

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

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

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

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

29. Searching the repository
You can search for:
A single word

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

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

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

33. Search Modes
Exact Match
Relevance Match
Auto

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

35. 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

36. 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

37. 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.

38. 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

39. 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?

40. Using Results

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

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

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

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

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

46. Live Demo and Q&A