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RFP Monkey External Review

C. RFP Monkey.com External Review. Makes responding to RFPs so easy… Well you get the idea. Call (213) 226-1066 Access Code: 871 881 008#. 84% for WBT capture. S. External Review. S. External Review. Do you ever need to: ask a non-user to review/edit RFPMonkey content?

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RFP Monkey External Review

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  1. C RFPMonkey.comExternal Review Makes responding to RFPs so easy… Well you get the idea. Call (213) 226-1066Access Code: 871 881 008# 84% for WBT capture

  2. S External Review

  3. S External Review Do you ever need to: • ask a non-user to review/edit RFPMonkey content? • ask a non-user to approve RFPMonkey content? Use External Review to: • create a new temporary, limited RFPMonkey user account • assign 1 or more pending entries to the external reviewer • deliver an email containing instructions and a log-in link External Reviewers have limited access: • They can log in as long as they have content to review • After review/edit, they either Return or Approve the content • When their content is all returned/approved: • They are automatically logged out of RFPMonkey • They are thanked for their work • Their user credentials are expired

  4. S External Review • New accounts created with 5 concurrent external reviewers • External Review also available for older accounts • Just ask • Additional ER capacity can be purchased for any account • In groups of 5 • See www.rfpmonkey.com/pricing for details

  5. S Concurrent External Reviews • Each external review request can contain • 1 single reviewer (1 single email address) • 1 or more pending entries • Once you have made 5 external review requests, you have no more capacity to make additional external requests, until 1 or more of the current requests are finished. • When each request is finished, the temporary user is deleted and your capacity for external reviews is increased. • When all of your outstanding requests are finished, your complete capacity for external reviews is available for reuse

  6. S ER is ONLY for Pending Entries

  7. S 2 Ways to Assign Content • Individual Entry • Multi-select

  8. S Select Individual Entry • Open selected entry • Click on External Review link • Uses 1 of your 5 External Reviews • Creates 1 temporary limited-use user • Sends 1 notification email with log-in link

  9. S Select Multiple Entries • Check boxes next to multiple entries • Select External Review action and click Go • Uses 1 of your 5 External Reviews • Creates 1 temporary limited-use user • Sends 1 notification email with log-in link

  10. S 2 Types of External Review • Review & Return Assigns content to the external reviewer for them to review, edit, and return to you for your final approval. Content is NOT searchable by other users until YOU approve it. • Review & Approve Assigns content to the external reviewer for them to review, edit, and make final approval. Once they approve content, it is immediately searchable by other users.

  11. S What Happens Next? • RFPMonkey creates a new user with limited permissions • Assigns the content to the new user (with DRAFT status) • Sends notification email with log-in link to new user

  12. S External Reviewer Activities • Click the log-in link in the email • Gain limited access to your RFPMonkey library

  13. S External Reviewer Activities • View the assigned content (1 or more entries )

  14. S External Reviewer Activities • Actions for any specific entry are limited to • Edit • Either Return Entry or Approve Entry

  15. S External Reviewer Activities • Actions for any specific entry are limited to • Edit • Either Return Entry or Approve Entry • Refer to other training or the User Guide for more information on the entry edit function.

  16. S External Reviewer Activities • After they return/approve the last assigned entry • They are logged out of RFPMonkey • Their user account is removed

  17. S External Review - Recap Use External Review to: • Ask a non-user to review/edit content • then either return it or approve it. • Create a new temporary, limited RFPMonkey user account • Assign 1 or more pending entries to the external reviewer RFPMonkey will then: • Create a new temporary, limited RFPMonkey user account • Assign 1 or more pending entries to the external reviewer • Deliver an email containing instructions and a log-in link Then your external reviewer can: • Log in with limited permissions • Review, edit and return/approve assigned content

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