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description=Organize and access key personnel, companies, and agencies with GovDash s Data Library, streamlining document management and updates effortlessly.;

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t open in chatgpt ask chatgpt about this page open in claude ask claude about this page article summary prev next overview the data library is broken up into multiple tabs that are populated with data that govdash has extracted from your uploaded documents each tab contains specific headers to help you quickly parse the information found within the document without having to look into each document individually govdash extracts the important details from your documents and creates references and links to other data points awards past performance agencies etc automatically people the people tab provides you with a list of all key personnel that were extracted from your data library documents key personnel that were extracted from resumes will have a indicator that you can click to view the resume you can view which documents they were sourced from by clicking on the person s name and viewing the documents tab you can also add notes and tasks from their respective tabs staffing pool intelligent key personnel recommendations the people tab also houses your staffing pool of key personnel which is used to provide intelligent recommendations for labor categories to learn more about building your staffing pool check out our support article here manually adding people you can manually add new people to your people list by clicking add new person in the top right of the table view this will allow you to create a people record without uploading a resume you can still define all of the same credentials and employment records however creating updating and merging people with dash you can also ask dash to add a new person to your people list for you in any dash chat give dash the person s first and last name you can also include their email address and phone number if you have them for example add jane smith to our people list her email is jane smith example com and her phone number is 555 123 4567 dash shows creating person while it works and confirms once the record is added the new person appears in the people tab right away and you can open their record to add employment history credentials notes and tasks before creating a record dash looks for an existing person with the same name and if one already exists dash lets you know instead of creating a duplicate you can also ask dash to update an existing person s record for you in any dash chat name the person and describe the details you want changed such as their contact information citizenship clearance certifications education or description you can ask dash to merge duplicate people for you this is handy when you spot duplicates while chatting with dash in any dash chat name the people you want to combine and tell dash which record to keep companies the companies tab showcases all of the companies you have involvement with based on the files present within your data library contract cloud for any companies you have direct partnerships with a blue check mark will be shown you can click on this blue checkmark to view where the partnership came from govdash will also build a profile for your team designated by the our team indicator within each company record you can build out their complete profile with assigned members locations view connected awards agreements and employees you can also record notes and tasks that directly attach to the company itself managing your organization govdash groups the companies that make up your own organization so they can be referenced together across the platform to manage these companies go to the companies tab in the data library and click the manage organization button this opens a side panel listing every company currently part of your organization from here you can add existing companies add new companies edit company details and remove companies from your organization adding a uei on the companies table any company that does not yet have a uei shows an add uei button in place of the uei value clicking add uei opens a dialog that suggests matches based on a public list of government contractors stored in govdash you can choose one of the suggestions or type in your own uei if no suggestions are available you will also have the option to look up the company name on sam gov if you add the same uei to two different companies govdash notifies you of the conflict and prompts you to merge them alternative names companies can carry alternative names which help govdash recognize the same company when it appears under different names across your documents to view or edit a company s alternative names open the company s page in the data library and click the alternative names field this opens a dialog where you can add or remove names for the company alternative names are also added automatically when you merge two companies together or when govdash identifies a new name while processing a document company management you can manage the information within each company record by clicking on the company s name within the list here you can define details such as names ueis locations and relationships to your team you can also view which awards documents and resumes these entries are connected to within the table on the far right points of contact each company record includes a points of contact box defaulted with an account owner role assign a team member with a govdash account or a person record from your people tab team members are notified in their inbox when assigned and you can click edit to add remove or reorder roles merging companies to merge multiple companies together select up to five companies from the list and click the icon in the black action bar merging companies together will combine all contracts key personnel and document associations under the company you choose to keep note this will not affect those associated contracts key personnel or documents only their link to the company next choose the company you wish to keep all other companies will be merged into the company you have chosen to keep once you click merge merging companies with dash you can also ask dash to merge duplicate companies for you this is handy when you spot duplicates while chatting with dash or when dash lets you know that two companies share the same identifier manually adding companies you can manually add new companies to your company list by clicking add company in the top right of the screen this will allow you to create a company record without uploading documents creating and updating companies with dash you can also ask dash to add a company or edit an existing company record for you in any dash chat describe the company you want to create at minimum its legal name and how it relates to your team for example vendor customer subsidiary parent company or joint venture member for example create a company called acme federal solutions they re a vendor uei abc123def456 cage 1abc2 duplicate prevention before creating a record dash looks for an existing match a company s name uei and cage code must each be unique within your team so if one of them is already in use dash lets you know which company already has it instead of creating a duplicate attaching documents with dash you can also ask dash to link documents to a company for you in any dash chat name the company and the data library documents you want attached for example attach the acme federal solutions capability statement and their 2025 past performance write up to the acme federal solutions company record dash finds the matching company and documents in your data library shows attaching documents to company while it works and confirms once they re linked the documents appear on the company s documents tab right away a few things to keep in mind dash can only attach documents that are already in your data library to add a brand new file upload it to the data library first or use the attach documents button on the company s page you can attach up to 100 documents in a single request you need permission to edit the company the same permission required to attach documents by hand agencies similar to the companies tab the agencies tab shows all the agencies you ve done work for based on the files present within your data library contract each agency in the name column shows its parent department on the first line with the sub agency or office path beneath it for example department of the army army contracting command if an agency sits more than three levels deep the middle levels are replaced with an ellipsis so the row stays compact hover over any agency name to see the complete hierarchy from the top level department down to the office along with a state badge for state and local agencies note agencies you created yourself or whose name doesn t match a known government office continue to display exactly as you named them manually adding agencies using the add agency button in the top right you can manually add agencies from the prebuilt list or select create new agency to create one yourself the agencies list also controls which agencies are available within the contract and capture agency selectors under agencies within agencies in the data library you can view connected awards documents contracting officers add notes and tasks points of contact agency records include the same points of contact box with a default account owner role assign a team member or a person record from your people tab and use edit to customize the roles updating records you can quickly update your people companies and agencies records by clicking on the name of the record within their respective tabs managing documents inside you ll find data that govdash has pulled from the documents that were uploaded and you can cross reference which documents populated the record from within the documents tab this is especially useful if you intend to delete a document as you can ensure the record created from that document is also deleted attaching documents using the attach documents button you can directly attach documents to specific people companies agencies manually rather than having govdash automatically associate documents this allows you to control what documents context are associated and referenced when specific entities are used throughout govdash disconnecting documents if you ve noticed that a document is associated with a people company agency record and no longer wish for it to be associated but would like to keep it in your general purpose data library select the three dot menu on the right side of the document and choose disconnect document this will remove the document from the associated record but still keep it in your data library you can fully delete documents from here in the same menu if you want to fully remove it from govdash updating fields to update the individual fields hover your mouse and click within the field to open a text box in which you can record your update where applicable click the blue check mark to save your change custom fields adding and managing custom fields to add custom fields within your people company and agency tabs navigate to the custom fields section under data library settings or click the gear icon in the top right of the data library to create a custom field click add field as shown below next assign your custom field a title a type and then click create field to add your custom field if you d like to make any changes to any custom fields you ve created simply click the action menu and edit option within the menu on the custom field you want to make edits to and save changes once you re finished you can also re order your custom fields within this menu which will re order the fields within your opportunity overview tab calculated formula fields formula fields allow you to apply calculations between multiple fields to output a value such as calculating pwin forecasted values award pricing percentages and more to create a formula field select the formula field type next select your desired value display format and build your formula using the available options to add your fields into the formula use the symbol to pull up a list of available fields when hovering over your calculated field within your opportunity you can quickly view the formula that is used to calculate the value creating and managing categories to customize the categories that your custom fields are displayed under navigate to the custom fields section under data library settings here you can add new categories rename existing categories and rearrange your fields in and between categories by clicking and dragging or choosing edit under the three dot action menu on the right of the field row you may delete any non default category by selecting the icon when deleting categories govdash will prompt you to archive move or delete fields within the category before deleting it deleting records as records automatically get created by uploading documents to govdash you may choose to remove some entries that get made especially if you are deleting documents that they re associated with to delete records in bulk simply click the check boxes to the left of the record you d like to delete and click the trash can icon in the black action bar at the bottom of your screen within an individual record click the enable editing button in the top right to unlock the ability to delete the record faq what types of data can i find in the companies tab the companies tab displays all companies you are involved with including details about partnerships and connections to awards and documents how can i view the source documents for a specific person in the people tab you can click on a person s name in the people tab to see which documents they were sourced from in the documents tab is it possible to manually manage the information of companies in the companies tab yes you can manage company records by clicking on the company name to define details like names ueis and locations how do i add a uei to a company that doesn t have one on the companies table click the add uei button shown in place of the missing uei you can choose from suggested matches type in your own uei or look up the company on sam gov what happens if two companies end up with the same uei govdash notifies you of the conflict and prompts you to merge the two companies so the record stays clean what is the purpose of the custom fields section in the data library the custom fields section allows you to add and manage custom fields for people companies and agencies to better organize your data can i delete multiple records at once in the data library yes you can delete multiple records by selecting the check boxes next to the records and clicking the trash can icon was this article helpful yes no related articles uploading and managing documents getting started guides setting up your workspace managing your contract inventory knowledge base contract tags agencies companies data library people govdash s al platform assists government contractors with capture proposal developmen...