Provides for setup and maintenance of proposals. Allows folders and files to be added, removed, or copied from other proposals and other locations. All file formats and types, including URLs and symbolic links, are supported. The left treeview displays source documents. The default source location is the Server view which is the VPC server’s repository. It is zone specific. Admins will only see proposals to which they have been granted access. The Zone Super Admin will see all proposals in their zone. The System Admin will see all zones and proposals. Select the Local radio button for local drives or a network drive attached to the user’s system. Select Other Zone, and the zones to which the admin had access will show. The right treeview displays the contents of the specified proposal. Key treeview navigational features are as follows:

• Roll over file or link name to view file size and creation date and time
• Select folder and click on Expand Folder icon, or select Expand All from right click menu to expand it and all subfolders except for version and review folders.
• Select folder and click on Collapse Folder icon or select Collapse All from right click menu to collapse it.
• Double click on any document or symbolic link name or icon to download and launch the file in its native application.
• Double click on a URL link to open a browser window to the linked web page
• Right click on a file and select Check-out or Check-in to go directly to the appropriate panel on the VPC side with the file selected. Permissions will be checked to enable the menu items.
• Right click on a file already checked out and select Undo Checked-out Document. Only enabled for System Admin or user who has the file checked out.
• Right click on a folder/file and select Graphics Thumbnails from context menu to open a panel that shows thumbnails along with file name, path, file size and date last modified for all selected files with standard graphics extensions. Double-click on selection in panel to download or check out, given appropriate permission. Can print selected image files, one image per page. Images will print real-size, or scaled-to-fit if larger than a page.
• If site is configured for dashboards, right click on a file and select Add to Favorites to add the selected file to the Favorites in the dashboard view.
• Right click on folder and select Folder Properties to open a panel with number of sub folders, files and total size of files.
• Archived proposals are not shown in left treeview or pull down menus unless the Show Archived box is checked. If this box is checked, archived proposals show in red in treeview and proposal selection menu.
• Proposal templates are not shown in left treeview or pull down menus unless the Show Templates box is checked. If this box is checked, proposal templates show in blue in treeview and selection menu. (only available to System Admin and Zone Super Admins)
• The right treeview shows file check-out status as on user interface. Right click on file and select show owner from menu to see who has the file checked out. It will show all users who have checked out the file, and whether it was for edit or review.
• Use Ctrl C convention after selecting any folder/file in right treeview to copy folder/file path to clipboard starting with zone name
• Click on print icon to print right treeview. Have option to print selected folder as if fully expanded, all visible nodes in treeview, or entire tree fully expanded. Version and Review folders do not print
• Use the Shift key for continuous selection of folders/files. Use the Ctrl key for multiple individual selections of folders/files.

Any admin can create a proposal. Click on Create and the Proposal Creation Assistant panel opens. (See Proposal Creation Assistant) Once created, only admins who have been granted access to a proposal can modify a proposal. To modify a proposal, select a proposal from the pull down menu and it will appear in the right hand tree view. Only those proposals, to which you have been granted proposal access, will appear in the pull down menu. PROPOSALS CANNOT BE MODIFIED IN THE LEFT TREEVIEW!

VPC checks for duplicate folder/file/link names before allowing creation/copying of folders/files/links. Proposals can be renamed, but VPC will first give a warning. Proposal and folder/file names can't contain any of the following characters: \ /: *? < > " | or end with a "." They also can't contain more than one consecutive apostrophe or single quote (')

To copy folders, files, or links from another location to the proposal, first select the source from the available radio buttons. Then select the folder(s), file(s) or links from the list on the left and drag to the desired destination folder on the right. Links can only be copied from Server source. Selected folders/files/links must have the same parent node. Files and links can’t be copied to version or review folders. Also version and review folders are not copied when copying a folder. Individual version and review documents, however, may be copied with no problem. After dragging and dropping, a window will open giving you the option to enter any comments that will show in document history view. If multiple files/links are selected at same time, only one comment can be entered for all.

Can copy e-mail attachment(s) directly from any e-mail program that supports drag and drop, such as Outlook, by dragging to target folder in right treeview. Will be prompted to add comment if desired. Can do the same from any program such as windows Explorer that supports drag and drop.

To add a folder (blank), first click on the parent folder to which it is to be added (in right tree), click on Create Folder icon, or right click and select Add Folder, type in name and hit Return. To add a URL link, first click on the parent folder to which it is to be added (on right tree), click on Add URL link icon, or right click and select Add URL link. In the panel that opens, type in name as you wish it to appear in treeview, and URL, and then check to close. To add a symbolic link, select the Server radio button, select the desired file from left treeview, and while depressing the Ctrl and Shift keys, drag and drop to desired location in right treeview.

To change a folder/file/link name, click on its name in the right hand tree view, wait a second, then click again to open edit mode, or right click and select edit, enter new name and hit Return. If changing a file name that has previous versions or review files, those files will be renamed as well. Version and review files cannot be manually renamed. To edit URL link, click on its name in the right treeview, and select Edit URL link from the context menu

To remove folder, file or link, click on it (in right tree only) and click on Remove icon, or right click and select Remove Folder or Remove File. You will get a warning. Click OK to proceed. Deleted files are initially removed to a special recycle bin on the server and may be recovered by the system admin, but all history will be lost. Top-level proposal folders can't be removed this way. You will get an error message.

To delete a proposal, select proposal and Click Remove. You will be warned and then have to enter your password to continue. When a proposal is deleted, all related database entries are deleted as well including access and permission settings, document history, Workplan, attributes. Only admins who have been granted permission can delete proposals. Deleted files are initially removed to a special recycle bin on the server and may be recovered by the system admin, but all proposal metadata will be lost.

Folders, files and or links can be moved in the right hand tree view from one location in proposal to another by selecting and dragging and dropping to desired folder. Related version and review folders/files will be moved automatically, and history and existing check-out state will be keep intact. Permissions set at the folder/file/link level that is moved will move along with it. Otherwise permissions will be inherited from the new location. After moving, you will be prompted to send document notification. This will send a document notification broadcast message to desired target(s) the next time they send any type of request to VPC, and an e-mail as well, if desired. A panel will open, select the target, enter the message, select the hours till expiration, accept default or uncheck Send e-mail if desired, and click on OK. There will be a warning and request to edit if the message size exceeds the limit. (The default limit is 255 characters) If moving multiple files at same time, only one notification is permitted for all. E-mails sent will not be added to E-mail table.

If file transfer compression is not turned off by the system admin, non-graphics files larger than 1 MB will be compressed and then decompressed automatically as they transfer to and from the server. You can turn compression off and on for the current session, from the main menu by selecting VPC/Advanced Options. You can cancel the file transfer and copy process by clicking on cancel button in progress icon.