Tagging Documents outside Symphony

Follow these instructions to tag documents outside Symphony.

1. Access the Tag Legend 

To help evaluators find the exact location(s) where a document validates the project claims, tag documents using the Symphony Tag Legend for the Project Details (See Figure 1). The Tag Legend is a list of keywords that are available by following these steps.

1. Start in My Company.
2. Select the Projects/Past Performance tab.
3. Select +New Project Experience or an existing Project.
4. Go to step 2: Upload All the Project Documents.
5. Click the link to view the Tags Legend.

Figure 1. Link to the Symphony Tag Legend

Symphony will direct evaluators to the comments in each document that matches the Symphony Tag Legend when they review the project details.

Users can add more tags of their choice for a proposal. These tags are considered unique to solicitations and they are at the users discretion. 

2. Activate the Comment and Markup Tools

Many different versions of PDF Software are acceptable. 

• Use any method to add comments to a document and meet the solicitation requirements (See Figure 2). 
• Adobe features like Tags, Bookmarks, and Portfolio files are not recommended and may not work for evaluation. 

Figure 2. The Comment Feature in Adobe

3. Tag the Evidence

The Symphony Tag Legend only applies to the project details in the Company assets because these are reusable (See Figure 3). Symphony will direct the evaluators to the exact location(s) in the document(s) with the tag.

• Users do not have to use all the Symphony tags. Users can also use more. 
• The recommended tags are optional and do not apply to all Solicitation(s). 
• Use the solicitation as a guide to the project details to cite.

Figure 3. Symphony recommended tags for the Project Details

Symphony supports adding text before or after the comment (tag) in supporting documents. 
For example "POP start" and "POP end" (See Figure 4). 
Evaluators will search for POP and find both occurrences in one or more reference document(s).

 Figure 4. Find comments by their keyword

4. Save the PDF Document

Once documents have been “tagged”, save the changes. 

5. Match the Tags in Symphony

Use the My Company link and the Projects/Past Performance tab to upload the “tagged” PDF to the selected project in Symphony.

The additional tags are added to the project in a proposal Submission.

1. Start or Continue a proposal Submission and select Projects/Past Performance. 
2. Begin or Modify the Performance Factors (See Figure 5) to enter the comment's keywords in the "Location in the File" field for the reference document(s).

Figure 5. Location for proposal-specific tags

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