RFPIO® LookUp is an add-on feature that allows your organization to use content stored in RFPIO in a wide variety of applications without accessing RFPIO. By keeping your curated content in one central location, you streamline your responses without sacrificing accuracy.
RFPIO LookUp includes the following:
- RFPIO LookUp for Chrome
- RFPIO LookUp for Chromium Edge
- RFPIO LookUp for Hangouts
- RFPIO LookUp for Slack
- RFPIO LookUp for Teams
- RFPIO LookUp for Office (includes Word, Excel and PowerPoint)
- RFPIO LookUp for Outlook
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Note: LookUp is an add-on feature and must be enabled by RFPIO staff. Please contact your account manager, or accountmanagers@rfpio.com, if you would like to enable it. |
Use Cases:
- Use information from a document stored in your RFPIO Content Library in a Word document
- Add an image from your Content Library into a PowerPoint presentation
- Create a PowerPoint presentation using a template or slides in your Content Library
- Include information from your Content Library in an email
- Fill out an online form with content from your Content Library with your Chromium Edge browser
- Create a project from your Google Chrome browser
- Add Q&A pairs to your Content Library from your Edge browser
- Search your Content Library from Slack, Microsoft Teams and Google Hangouts
Note: For an overview of this feature, download the attachment at the end of this article.
Content Library Access
You can search your Content Library for keywords and copy the information into a document, spreadsheet, slide presentation, email, or online application with just a few clicks.
You can review search responses and see which ones are most popular or updated most recently to help you select the best response. You can also perform advanced searches and filter the response to get the best results quickly.
Note: If the Include Documents toggle is enabled, your results will include documents from your Content Library.
When you find the content you want, you can copy and paste it into your original document, presentation, spreadsheet, email, or online form.
Note: You can only access information in the Answer Library that you already have permission to see in RFPIO. If information is stored in a Collection that you do not have access to, for example, you will not be able to see it or use it.
You can also share information with colleagues with just a few clicks.
Note: The colleague can only see content from RFPIO LookUp if they have access to it in RFPIO.
Supported software includes:
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Outlook
- Google Chrome
- Microsoft Teams
- Slack
- Google Hangouts
- Google Docs*
*Access through Google Chrome or Chromium Edge
Add Q&A Pairs to the Content Library
You can create questions with alternate questions, responses, attach files, assign privacy settings, set moderators, and more.
Note: You must have permission to add Q&A pairs in RFPIO to add them in RFPIO LookUp.
Supported software includes:
- Google Chrome
- Chromium Edge
Working with Documents
RFPIO lets you search documents stored in the Content Library and use the text outside RFPIO. Search for the keyword with Include Documents enabled.
Find the document you want to use. Click Preview to display the document. You can also click Download to download it and the heart icon to save it as a Favorite.
In the Preview window, find the text you want to use. Select it, and then copy it.
Paste the information into a document, PowerPoint presentation, email, and more.
Icons on the right of the Preview window show document properties and used history. Click the link icon to get a link to the document you can share.
The window also includes metadata for the document, and includes tools like thumbnails that you can use to navigate in the document.
When you copy from the document, RPFIO will increment the Used Count.
Create and Manage Projects
RFPIO LookUp allows you to create projects without accessing RFPIO. You can enter a due date, assign a moderator, assign team members, and more, just as you would in RFPIO.
For an existing project, you can see how many sections it has, and how many questions in each one have been answered. A green check indicates that the section has been completed.
You can also update information about an existing project, including the due date, the project stage, primary contact, team members and more.
Supported software includes:
- Google Chrome
- Chromium Edge
Create PowerPoint Presentations with Slides and Images Stored in RFPIO
RFPIO LookUp allows you to create presentations from templates stored in RFPIO.
You can add slides and images stored in your RFPIO Document Library to your presentation by clicking Apply. You can specify if the source or destination format should be used.
Supported software includes:
- Microsoft PowerPoint
More Information
For more information, refer to the following:
- Setting Up RFPIO LookUp for Microsoft Word, Excel and PowerPoint
- Setting Up RFPIO® LookUp for Microsoft Outlook
- Setting Up RFPIO® LookUp for Microsoft Edge
- Setting Up RFPIO® LookUp for Google Chrome
- Connecting to RFPIO® LookUp
- Using RFPIO® LookUp for Word, Excel and Outlook
- Using RFPIO® LookUp for Microsoft PowerPoint
- Using RFPIO® LookUp for Chrome and Edge
- RFPIO LookUp for Slack
- RFPIO LookUp for Hangouts
- RFPIO LookUp for Teams