Every asset in your library has a type. The type decides whether Propivix analyzes the document when you upload it, which proposal sections draw on it, and whether it counts as evidence for an RFP's requirements.
The library has eight types: CV / Resume, Project Sheet, Past Proposal, Certificate, Boilerplate, Template, Call Transcript and Other.
Types that are analyzed on upload
When you upload one of these four types, Propivix reads the document's text and uses AI to record facts about it. It also assigns the asset to the business lines it matches best; see Organizing by Business Line.
- CV / Resume: one person's CV. The analysis records the person's name, job title, security clearance, skills, certifications, education, work history and years of experience. These facts feed the CV library and team matching; see The CV library and Team Matching Explained.
- Project Sheet: a description of work you have done. The analysis records the project name, client, value, dates, services, outcomes, your role and key metrics. Project sheets feed the Past Performance library; see The Past Performance library.
- Past Proposal: a proposal you submitted before. The analysis records the title, client, outcome, value, its sections, winning themes and notes on its writing style. You can pick past proposals as style references in the proposal wizard.
- Certificate: a certification or credential your organization holds. The analysis records the certificate name, issuer, issue and expiry dates, holder and scope. When you did not enter an expiry date, the date the analysis found is used. See Asset details for how expiry is shown.
Analysis facts can be wrong or incomplete. Check them in the asset's detail pane, where you can also run the analysis again.
Types that are stored as text
- Boilerplate: reusable text, such as a company overview, a quality policy or a standard management approach. Propivix stores its text without analysis. Boilerplate can carry codes such as
<<COMPANY>>or<<AGENCY>>that are filled in when it is used in a proposal; see Template Variables. - Other: supporting documents that fit no other type. Their text is stored with the asset.
- Template: a document template, such as a blank form. The upload wizard does not offer this type. A SharePoint import can assign it when the file reads as a template; see Integrations. A template asset is not the same as a proposal template on the Templates page.
- Call Transcript: the transcript of a voice interview.
How proposals use each type
When Propivix drafts a section, it picks assets by the kind of section:
- Team and staffing sections use CVs.
- Experience and past performance sections use project sheets and past proposals.
- Approach, methodology and summary sections use past proposals and boilerplate.
See AI Proposal Generation for the full list of what a draft draws on.
Which types count as evidence
The requirement evidence check, used by the go/no-go analysis and the proposal wizard, reads five types: CVs, project sheets, past proposals, certificates and boilerplate. Templates, Other and Call Transcripts are never part of it, so they never count as evidence for a requirement. See Requirement evidence on assets.
Choosing the right type
- Upload each person's CV as a separate CV / Resume file, so the analysis records one person per asset.
- Use Project Sheet for one project per file. A document that describes many projects is better split.
- Save company descriptions and standard narratives as Boilerplate rather than Other, so they are used when sections are drafted and count as evidence.
- Use Other only when nothing else fits, because Other assets are not used as evidence.
The type is chosen at the start of the upload wizard and applies to every file in that batch. See Uploading Assets.