Where this module sits in the flow
What it Does

Think of it as the memory your proposals are written from. You decide what goes in, and nothing else gets used.
Folders and Tags

The Knowledge Base comes with ready-made folders that match how proposals are built, and you can add your own for anything specific to your business. Tags sit on top for cross-cutting labels like a sector or a client.
Ready-made folders: Case Studies, Team Structure, Project Delivery Methodology, Previous Proposals, Compliance, Financial, Technical Capabilities
Folders
Your Folders
Folders
Upload
Read and
summarize
Tag
Ready for
review
Ingested
Q2 tender response.pdf
Summary: A completed response to a state IT services tender covering delivery approach, team, and security controls.
From Upload to Approved

Upload a file and DocuSensa reads it, writes a short summary, and asks you to tag it. The document then waits as Ready for Review. When you approve it, it becomes Ingested, which simply means it is now indexed and available to the AI when it drafts.
Each document gets an automatic summary so you know what is inside
Chat with your Knowledge Base

Plain-language questions, no special syntax
Knowledge Base chat
What are our standard payment terms for government
contracts?
DocuSensa
Your standard terms are 30 days from invoice, with milestone-based billing for engagements over six months.
Source
Commercial terms 2026, Financial
Who can do what
Action
Admin
Editor
Reviewer
View and chat
Yes
Yes
Yes
Upload and tag
Yes
Yes
No
Approve for AI use
Yes
Yes
No
Delete or move
Yes
Yes
No
Protected by Design

Content isolated per organization
Keep Exploring

See the full RFP Manager overview