This applies to:
Available with the following QorusDocs Editions:
Pursuits are collaborative workspaces where your team members can come together and collaborate on documents related to a strategic proposal, an RFx response, or any other business critical document you need to collaborate with coworkers on.
You can view the progress of assignments, see who is working on which documents, and statistics about customer engagement with shared content.
This article will cover:
1. Navigating to the Pursuit workspace
On the Home page of QorusDocs Hub
If it’s not the first thing you see as you visit the Home page in Hub Central, click on the ‘Recent Pursuits’ tab.
You will find a list of all the recent Pursuits across your hub that you have access to, along with additional information stored in columns around things like: Due Date, Assignments, Owner and Pursuit Types etc.
To find your Pursuit, you can browse through the list, then click on the Pursuit title to access it.
To find your Pursuit even faster, you can sort the relevant columns, or use the Search bar if you know the Pursuit title or owner.
By selecting the Pursuit Type
In the left nav, click on the Pursuits menu, then on the Pursuit Type your Pursuit belongs to.
In our example below, we’re looking for a Pursuit that belongs to the ‘RFP Response 2’ Pursuit Type. Since this is configurable, your list of available Pursuit Types might be quite different to the ones we have listed in the screenshot below.
To find the Pursuit you’re looking for, you can browse through the list, or use the search box to search for it, and then click on the Pursuit title to access it.
In the QorusDocs Add-Ins
If you have a Pursuit document open in any of your Office Apps, you can access and open the Pursuit Workspace from your QorusDocs Add-in.
In the top nav of your QorusDocs Add-In, simply click on Pursuit and that will show you the ‘Current’ Pursuit you’re in:
If you happen to be in a different document that is not associated with a Pursuit, you can also click on ‘Pursuit’ in the top nav, and then click on ‘Recent’ to browse your 10 most recent Pursuits.
Once you’ve located the Pursuit you need, click on the ‘open in a new window’ icon and that will take you straight to the Pursuit workspace in your web browser:
2. The Pursuit workspace explained
The Pursuit workspace in the Hub Central consists of 3 main sections - the left panel, the top nav and the main panel.
The 'Content Tabs' on the left-hand side of the Pursuit workspace consists of the following:
In “Recommended”, you’ll find useful documents and templates that your QorusDocs Admin has recommended for this Pursuit Type and based on the Pursuit information you captured when it was created or edited.
To learn more about how to recommend content for a Pursuit, click here.
Here, you’ll find all the documents that pertain to this specific Pursuit, from planning to final response documents, and attachments.
Here’s what you can do here:
Here you can search your Knowledge Libraries or connected content for useful documents to re-use with your Pursuit.
Here’s an overview of what's available in the top nav of the Pursuit workspace:
Here's an overview of the different areas found within the 'Project Tabs' in the Pursuit workspace:
You can learn more about some of the functionality behind each of these tabs here: