You may review the following video or read the Step by Step Instructions. After watching this video, you will be able to successfully tag a PDF document for reference requirements in Symphony
Step by Step Instructions
- Step 1: Open Your PDF Document
- Step 2: Activate the Comment and Markup tools
- Step 3: Highlight and Tag your Evidence
- Step 4: Save Your PDF Document
- Step 5: Navigate to Symphony
- Step 6: Reference your Claims
Step 1: Open Your PDF Document
Per the solicitation, all proposal documents should be in Adobe (.pdf) format. All validation documentation submitted should be highlighted and contain comments (“tags”) indicating the specific reference for validation purposes. Failure to highlight and tag validation documentation shall result in the offeror being disqualified. Make sure you use PDF documents.
Step 2: Activate the Comment and Markup tools
There are many different versions of Adobe that are acceptable. For usability, we are referencing the free version of Acrobat reader. Select Comments from the right menu to activate the Comment and Markup Tools toolbar. These tools provide the ability to work with Annotations and Comments. You can use either the sticky note or the highlighter to add comments to your document and meet the solicitation requirements.
Step 3: Highlight and Tag your Evidence
We advise that you use a naming convention that makes sense to you; which could be a word, number, acronym, or something else that is meaningful. You can tag a document with the same keywords or different ones in multiple locations within one document, or in multiple documents. You can also add text in addition to the Comment “Tag” in your supporting documents.
Step 4: Save Your PDF Document
Once you have “tagged” your document, save your work. You must upload your “tagged” PDF to Symphony after you have completed all your highlights and comments.
Step 5: Navigate to Symphony
The “tag” feature in Symphony is located in the Projects/Past Performance tab in the My Company asset screen.
Step 1 asks you to create a Project Experience to reference.
Step 2 asks you to upload your supporting documents.
Step 3 asks you to answer questions that will be supported by your document(s) and for the reference “tag(s)”.
Please see How to Add Project Experience for more information.
The “tag” feature is required for submission factors when a project experience is used in a pool submission. Please see How to Build Your Proposal for more information.
Step 6: Reference your Claims
The most important part of “tagging” is that your PDF comment matches the reference you use in Symphony for that specific claim. Symphony will allow you to attach as many files as you need to support your claims but the size limitation of 20mb will prevent you from uploading too large of a file.
When answering a question, each document that you reference, and it may be more than one, will be linked to the question it is applied to, and the reference tag will guide the evaluators to the comment you create that contains that word or phrase in your document(s). Tags for a specific claim can be used more than once in the PDF document. Only use one tag per claim in Symphony. Please see the tagging section in the FAQ if you need more clarity.
Make sure the tags match in both the PDF and Symphony so that the evaluators can easily find the support for your claims. The reference tags become links in the evaluation tool during the evaluation phase. The evaluators are guided from link to link, similar to using a Find feature when they review your proposal.
You can add and remove documents, and edit/update your reference tags as needed. Please see How to Submit Your Proposal for more information.
If you still need help, please click here to contact us.