Introducing DMS integrations

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.

Understanding document revisions

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.

How to view document details

To view documents details:

1. Navigate to Projects & Quotes > Requests for Quotation from your Felix dashboard
2. Locate the RFQ for which you would like to view a document's details
3. Hover over the ‌ more icon beside the relevant RFQ
4. Select View Details from the drop-down menu
5. Navigate to the Documents tab of the RFQ
6. Locate the document you wish to view the details of
7. Hover over the ‌ more icon beside the relevant document
8. Select View Details from the drop-down menu

Click the ‌ download icon beside the document's title to download the current version of the document.

How to view a document's revision history

To view the revision history of a document:

1. Navigate to Projects & Quotes > Requests for Quotation from your Felix dashboard
2. Locate the RFQ for which you would like to view a document's revision history
3. Hover over the ‌ more icon beside the relevant RFQ
4. Select View Details from the drop-down menu
5. Navigate to the Documents tab of the RFQ
6. Locate the document you wish to view the revision history for
7. Click the numbered circle in the Revisions column beside the relevant document

Click the ‌ download icon beside the revision of a document to view that specific version.