Please follow these instructions to successfully tag your documents in Adobe for Symphony.


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

 

1. Open Your PDF Document

In order to help the evaluators, locate the exact location(s) where you are validating your project claims, please tag your documents using the Symphony legend for your Core Project Details.


Location of the Tag Legend for Project data


2. Activate the Comment and Markup tools

There are many different versions of PDF Software that are acceptable. You can use either the sticky note or the highlighter to add comments to your document and meet the solicitation requirements. 

  • Adobe features like Tags and Bookmarks are not recommended and may not work for evaluation. 


Comment toolbar in Adobe


3. Highlight and Tag your Evidence

The Symphony Tag legend only applies to projects in your Company assets because these are reusable. Symphony will direct the evaluators to the exact location(s) in your document(s) with the tag you use.

  • You do not have to use all the Symphony tags and you can use more. 
  • Some questions are optional and do not apply to all Solicitation(s). 

 Project details in Symphony that use the Tag legend

 

You can add text in addition to the comment “Tag” in your supporting documents. For example "POP start" and "POP end". Symphony will search for POP and find both occurrences in one or more document(s) that you select for reference.


Example of tags with additional text 

  • Additional tags outside the legend can be whatever you want for your proposals.
  • Additional tags are considered unique to solicitations and they are at your discretion. 
  • Additional tags are added to your proposal Submission when you "Begin" the Performance Factors for Projects that you add. 

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. Upload all project documents to the selected project in My Company and the Projects tab.

 

If you still need help, contact us.


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