In this video, we use VisibleThread to conduct automated checks for Section M factors. We also compare the solicitation side by side with your proposal to see if there are compliance gaps or if you're missing your win strategies / win theme message.
This video also highlights:
- Concept tracking
- Running a different scan in concept tracking
- Adding a comment
- Adding a new concept to an existing concept list from the Concept Tracking tab
- Scanning a folder at a document and a folder level