Felix has developed a series of integrations, allowing users to import documents from a Document Management System (DMS) to the platform when creating new RFQs. This ensures that your RFQ documents are accurate and up-to-date, allowing you to import documents, check for the latest revisions, and release revisions to your vendors.
When documents are imported to an RFQ they are given a revision number. You can quickly view the number of revisions a document has undergone in the Revisions column on the Documents tab of the relevant RFQ.
Revisions on Felix are colour coded so that you can quickly view which documents are up to date and which have unreleased revisions.
|Grey||Indicates that there are no revisions for this document.|
|Orange||Indicates that there are released or skipped revisions for this document.|
|Red||Indicates that there are unreleased revisions for this document.|
To view documents details:
Click the download icon beside the document's title to download the current version of the document.
To view the revision history of a document:
Click the download icon beside the revision of a document to view that specific version.