How to Upload Assets
Building your asset library is essential for quality proposals. Here's how to add content.
Uploading Files
Single Upload
- Go to Assets
- Click Add Asset
- Select asset type
- Upload your file or paste content
- Add details and save
Supported Formats
- Documents - PDF, Word (.doc, .docx)
- Text - Plain text, Markdown
- Spreadsheets - Excel (for structured data)
File Size Limits
- Maximum 50MB per file
- Larger files may take longer to process
Upload Methods
Drag and Drop
Simply drag files onto the asset page to start uploading.
File Browser
Click the upload area to browse and select files.
Copy and Paste
For text content:
- Select "Enter Text" option
- Paste your content
- Format as needed
- Save
From Template
Use pre-built templates:
- Click Use Template
- Select CV, Project Sheet, etc.
- Fill in the fields
- Save
Asset Details
Required Information
- Title - Descriptive name
- Type - CV, Project Sheet, Certificate, or Boilerplate
- Content - The actual content (uploaded or entered)
Optional Information
- Description - Brief summary
- Tags - Keywords for search
- Business Line - Associated business unit
- Expiration Date - For certificates
- Team Member - For CVs
Processing
After upload, Propivix:
- Extracts text from documents
- Indexes content for search
- Analyzes for AI matching
- Makes available for proposals
This takes a few seconds to a minute.
Bulk Upload
Multiple Files
Upload many files at once:
- Click Bulk Upload
- Select multiple files
- Files are queued for processing
- Set attributes for each or apply to all
CSV Import
For structured data:
- Download the template CSV
- Fill in your data
- Upload the CSV
- Review and confirm import
Best Practices
For CVs
- Include all relevant experience
- List certifications and education
- Add skills and technologies
- Keep updated regularly
For Project Sheets
- Describe the challenge/solution
- Include measurable outcomes
- Note technologies used
- List team roles
- Add client reference (if permitted)
For Certificates
- Include issuing organization
- Add expiration date
- Upload certificate image
- Track renewal dates
For Boilerplate
- Write in third person
- Keep language neutral
- Update with new capabilities
- Version for different contexts
After Upload
Once uploaded:
- Review the extracted content
- Add tags and metadata
- Associate with business lines
- Asset is ready for proposals
Troubleshooting
Upload fails?
- Check file format
- Verify file size
- Try different browser
Content not extracted correctly?
- Ensure document is not scanned image
- Use text-based PDFs
- Manually edit if needed
Takes too long?
- Large files process slower
- Check internet connection
- Try uploading smaller batches