Tagging your Project Documents

Modified on Tue, 04 Jun 2024 at 06:00 PM

To tag documents for Projects added to your Company Assets in Symphony, complete these instructions.

 

1. Prepare your Documents

All validation documentation submitted should be highlighted and contain comments (“tags”) indicating the specific reference for validation. 

 

  • You can use the notes function in your PDF. 
  • Symphony will guide evaluators in searching for the text in your comments (annotations) (See Figure 1). 


Comment Toolbar in Adobe

Figure 1. Use any Comment method to prepare your documents. 

    

2. Upload your Documents in My Company

Go to My Company, Projects/Past PerformanceYou can add and remove documents, and edit/update your reference tags as needed. 

  1. Create a Project Experience to reference.
  2. Upload supporting documents to the project (See Figure 2). 
    • All project documents should be in Adobe (.pdf) format. 
    • The Adobe portfolio feature is not recommended.

 Upload project documents in My Company

Figure 2. Upload All Your Project Documents to My Company, Projects/Past Performance 

  

3. Reference your Documents

Fine-tune your Project Details by selecting a Reference document(s) for each claim (See Figure 3).


Figure 3. Project Details match the Symphony Tag Legend 


When answering a question, each document you reference, which may be more than one, will be linked to the question it is applied to, and the reference tag will guide the evaluators to the comment you create in your document(s). Tags for a specific claim can be used more than once in the PDF document. 

 

The Tag Legend only applies to the core project details in your Company assets because this data is the most reusable (See Table 1). The recommended tags are:

 

COSTS
 Other Direct or Indirect Costs
CR 
 Cost Reimbursement
FTE
 Full-Time Equivalents
LOCATIONS 
 Number of locations
NAICS
 NAICS
OCONUS 
 Outside of the Continental United States Work
POP 
 Period of Performance
PSC Product and Service Code (PSC)
TCV 
 Total Contract Value
TEAMING 
 Subcontractor/Teaming

Table 1.

 

Best Practices:

  • Project documents can be generalized. You do not need solicitation-specific file names. 
  • For consistency, only use one tag per claim in Symphony.
  • You can add tags throughout your document(s).
  • The tags must match in both your PDF(s) and Symphony so that the evaluators can easily find the support for your claims. 


4. Polish Your Proposal

The most important part of “tagging” is that your PDF comment matches the reference you see or use in Symphony for that specific claim. Follow these steps:


  1. Starting on your Dashboard, select the Solicitations tab. 
  2. Start or Continue your proposal Submission
  3. Select the Projects/Past Performance tab to add or edit your Project(s).
  4. Use the Project's Performance Factor link to add the solicitation-specific tags to your project experience, and to earn additional points for the solicitation (See Figure 4). 
  5. Enter the keyword from your document into the tag (location in file) field.  


Adding Performance Factors to projects in a proposal

Figure 4. The Performance Factors link appears as a Begin or Modify button 


During an evaluation, Symphony will guide evaluators in searching for all instances of your "tag" in one or more documents selected for the file reference field. 

  • The evaluator will see everything you enter in the "location in file" field. 
  • The evaluator can locate your claims faster by using the comments and you are helping them to look where you want them to.

 

Watch this video for a brief overview.



Need help? Contact us  


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