This applies to:
Available with the following QorusDocs Editions:
When you receive a new RFP from a client, the first thing you probably do is open it in Microsoft Office to get a first view of the client’s instructions and requirements.
While you could set up a new Pursuit in your QorusDocs Hub, you can get started a lot faster without leaving your Office apps and create new Pursuits directly from the QorusDocs Add-ins for Word, PowerPoint, and Excel.
In this article, we'll guide you through how to:
- Create a Pursuit in the QorusDocs Add-In
- Access the Pursuit in the QorusDocs Add-In
- Edit the Pursuit in the QorusDocs Add-In
What you need to know before you can create a Pursuit:
- you must have QorusDocs Add-In installed,
- there must be at least one Pursuit Type already configured. See how to create a Pursuit Type here.
- The fields marked with a * are required fields and need to be filled out before you can proceed to the next step or save the Pursuit.
- The Pursuit options (including the Smart Fields) you see in our screenshots below might be different to the ones you see in your Pursuits, since this is highly configurable and can be different for each QorusDocs Hub.
1. Create a Pursuit in the QorusDocs Add-In
In the top nav in your QorusDocs Add-ins, click on ‘Pursuits’ to show the tabs for the Current Pursuit and your Recent Pursuits.
Navigate to the ‘Current’ tab within the Pursuits pane. Then, click on the ‘Add Pursuit’ button:
Please note that you’ll only see the ‘Add Pursuit’ button here if you are able to add Pursuits on the web in Hub Central. If you don’t have the ability to add Pursuits in your browser, you won’t be able to add Pursuits here either.
Here are a few scenarios where this could happen:
The following screen will pop-up next, prompting you to choose a Pursuit Type from the drop-down menu:
Next, specify whether you’d like to copy the document you currently have open to the workspace for the new Pursuit you’re creating.
This is very similar to doing a ‘Save As’ in Microsoft Office as it creates a duplicate of the document. QorusDocs will automatically save a copy of the document you currently have open to the correct location so you will be able to access it through your Pursuit workspace and collaborate with coworkers.
Then, click on “Next: Pursuit details”:
Set the Standard Fields
Another window will pop-up, where you will be required to complete the new Pursuit creation form.
Follow the instructions provided to complete the Pursuit’s Standard Fields form, then click ‘Next: Smart Fields’ to proceed to the next screen:
Set the Smart Fields
Follow the instructions provided by your QorusDocs Admin user to complete the form and then click on 'Next: Members'.
Set the Members
The people or user groups you select in the ‘Members’ tab will be able to see this Pursuit. You can either make the Pursuit available to everyone in your organization with a QorusDocs license by selecting ‘All Qorus Users’, or you can restrict it to people and groups that you select after clicking on ‘Custom’:
And that’s it - you’ve created a new Pursuit right from your QorusDocs Add-In!
2. Access the Pursuit in the QorusDocs Add-In
If you’ve chosen to “Copy the Current document to the Pursuit Content”, then QorusDocs will prompt you to open the version of the document you have just copied to the newly created Pursuit, to ensure that you are working in the correct document version:
Click on “Open document”.
This opens the copied document, automatically launches the QorusDocs Add-In and navigates you directly to the “Current” tab within the Pursuits pane, where you will now see the name of the Pursuit you just created.
With the copied document open, go ahead and close the original document.
3. Edit the Pursuit in the QorusDocs Add-In
If you’d like to make a change to any of the Pursuit Standard Fields, Smart Fields, or Members, you can do that in the QorusDocs Hub, or right here in your Add-in, by clicking on the cog or gear icon next to the Pursuit name and then on “Edit”:
In the pop-up window, click on the tab that contains the information you want to edit and then click “Save”: