Zbizlink Office Addin
argitaratzailea: Zbizlink Inc
Zbizlink Office Addin to support zbizlink proposal response data integration with MicrosoftOffice365
Download your proposal document using the Zbizlink portal and open it in Microsoft Word. You must enter Zbizlink credentials (email & password) to validate your identity. The system can automatically link your proposal record if you downloaded the file from Zbizlink; otherwise, you will need to manually choose your proposal record and content category to upload your response. Note: Users are required to run “Clear data keys” to clean up the file before submission to the client. The keyword “Contents” is automatically added as a placeholder for your proposal response contents. These keywords can be removed by using the function “Clear data keys” before submission to your client. You must click on the Save & Sync button to upload your response contents to the Zbizlink server.
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