Documents and editor

The Documents tab holds every file in the Bid Room: the buyer’s package, your team’s working notes and the response files you will submit. Files open in the document workbench, where you and Emma edit, comment and keep a full version history.

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How files are organized

Files sit in folders. A folder appears once it has something in it.

• Notice documents: the buyer’s files. These are protected, so the originals never change.
• Working files: internal material such as the response plan, research and win strategy. Not for the buyer.
• Response: the buyer-facing files you will submit, such as completed forms, pricing schedules and written answers.

Search, sort and filter the files, and switch between list and grid view. Click a file to open it in the workbench. Several files can be open at once as tabs.

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Work on a buyer file

Buyer files are read-only, so you work on a copy.

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Fill a PDF form

In an editable PDF, use the form tools:

• Text adds a text field. Checkbox adds a tick box. Set the Font size for text.
• Select a field to Move, Resize or Remove it.

Some PDFs cannot be edited safely: encrypted PDFs, XFA forms, and signed or certified PDFs. Reyda tells you when this is the case. Fill those outside Reyda, or ask Emma to prepare the answers for you to copy in.

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Spreadsheets, Word files and reports

• Spreadsheets (XLSX, XLS, CSV) open in a grid. You can’t save a workbook that contains images here.
• Word files, HTML reports and Emma’s other outputs open as previews.
• Working documents (Markdown) open in a rich editor. See below.

Use Download or Open original to get the file. Where translation is available, Translate document shows the file in another language. Click Original to switch back.

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Version history

Open Version history to see every saved version, with Latest at the top.

• Compare shows what changed between two versions, with Before and After values.
• Restore creates a new version from an older one. Later versions stay in history, so nothing is lost.

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Work in progress from Emma

While Emma is drafting a file, Work in progress shows her intermediate drafts, numbered Draft 1, Draft 2 and so on. If a draft is heading the wrong way, click Continue from here and tell her what to keep or change. Your instruction applies to that exact draft. When Emma finishes, the file shows a review state. Read anything not marked Approved before you rely on it.

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Comments

Open Comments to discuss a file. Comments attach to a page, a page range or a cell range.

• Reply to continue a thread and Resolve it when done.
• Address with AI sends the whole thread to Emma. She reads the discussion and the quoted text, revises the file and saves a new version for you to review.

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Edit a working document

Working documents open in a rich editor with headings, lists, tables, images, links and comments. Slash commands. Type / to insert a block, such as a heading, list or image. Two commands call Emma:

• Create draft proposal with AI drafts a full proposal.
• Draft this section with AI writes content for the section you are in.

Selection actions. Select text and click Comment:

• Human comment starts a discussion for your colleagues.
• Instruct AI sends an instruction to Emma about the selected text only. Type what to change and click Send to agent. This instruction is not added to the human discussion.

Review Emma’s changes. Her edits appear as tracked changes. Step through them with Previous change and Next change. Accept or Reject each one, or use Accept all / Reject all. Templates. Use Select from templates to start from a structure from this tender, your library or a saved template. Use Save as template to reuse a structure later.

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Citations

When Emma writes from evidence, her text carries citation markers. Hover a marker to preview the source, or open Sources to see the evidence list. If the cited text has changed since she wrote it, the citation shows Needs review. Files you export contain no citation markers. See Sources and citations.

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Ask Emma

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