What Are Project Drafts
Project Drafts are a function within Bonfire that allow you to fully prepare a project for launch prior to publishing the project. This allows you to set up Requested Information, Reviewers, Criteria and more to your specification, as well as throughly reviewing the project, prior to making it available to the general public.
How To Create a Project Drafts
There are two options for creating a Project Draft.
Secondly, you can create a Project Draft directly from your Project Drafts dashboard, accessible via your Projects Dashboard. You can find that here:
To create a Project Draft, start by clicking on Add Project Draft to the right of the Project Drafts section of the Projects dashboard:
This will load our Create Project Draft page.
From this point, you can follow our more specific articles to create the kind of Project Draft you need.
Adding Internal Files within Project Drafts from your File Library
For organizations with the Bonfire Solicitation Builder (File Library and Drafting) module, users will be able to add files directly from their File Library.
Simply select the files you wish to add, and click "Add Files":
Editing Internal Files within Project Drafts
For organizations with the Bonfire Solicitation Builder (File Library and Drafting) module, users will be able to edit internal files within a project draft via the In-App Document Editor. Project Drafts created from Project Templates will already have the latest and approved document templates, ensuring compliance. However these files will not be linked to the template in a Project Draft, so updates to these files will not update files within Project Templates nor the File Library - changes to these files will remain within the Project Draft itself.
To open these files within the In-App Document Editor, navigate to a project that is still in its draft stage and click on Files on the left hand side. Ensure that there is at least one editable file (.doc or .docx) uploaded to the Internal Files section. Once you have located the Word file that you wish to edit, simply open the Actions menu associated with that file and select Open in Editor:
For more information on editing files with the In-App Document Editor, please see the Editing and Formatting Features section in our Bonfire Solicitation Builder (File Library and Drafting) article.
Publishing Internal Files to Public Files in Project Drafts
For organizations with the Bonfire Solicitation Builder (File Library and Drafting) module, users will be able to move documents from Internal Files to Public Files. This eliminates the need to download the file from the Internal Files section, and upload it to the Public Files area.
To move a file, ensure you are in your Project Draft, then Files > Internal Files use the Actions drop down menu for the file that you wish to move, then select Copy to Public Files:
When this is selected, a new window will open allowing you to confirm the type of documentation, and the ability to convert the file to PDF:
Converting Internal Files to PDF in Project Drafts
For organizations with the Bonfire Solicitation Builder (File Library and Drafting) module, users will be able to convert Internal Files to PDF within Project Drafts.
To convert a file to PDF, navigate to the Project Draft, then to Files > Internal Files and use the Actions drop down menu for the file you wish to convert and select Convert File to PDF: