작업 예시 · PDF를 Excel과 Word로
주 정부 RFP를 준수 행렬로 변환한 후 답변 개요 작성
입찰 관리자가 일리노이주 재무관의 45페이지짜리 제안요청서(RFP)를 받았습니다. 에 이를 Excel 규정 준수 매트릭스로 변환해 달라고 요청했습니다. 요구사항당 한 행씩, 출처 PDF 페이지와 적용되는 페이지 제한을 포함하도록 했습니다.
는 전체 RFP를 읽고 “Key dates” 시트와 함께 85개 행의 매트릭스를 작성했습니다. 그런 다음 같은 통합 문서에서 각 행에 담당자를 지정하고, 채점 표를 추가했으며, RFP의 증명 양식에서 누락된 세 가지 서비스를 표시했습니다. 마지막으로 해당 매트릭스에서 Word 응답 개요 초안을 작성했습니다.
1업로드 파일: 일리노이주 재무관의 45페이지 제안요청서
III. SCOPE OF WORK
1. Assist the Treasurer … in developing, composing, and effectuating a Sustainable Investment Policy Statement
2. Review the Treasurer’s Sustainable Investment Policy Statement on an annual basis
3. Develop a framework and provide direct support for corporate engagement efforts
4. Support … shareholder proposal filings, exempt solicitations and no-action responses
탐색
3. Introduction (3 pages)
5. Answers to Questions
5.1 Background and Experience
5.1.1 Q1 — Year Established and Brief History
5.2 Stewardship and Sustainable Investment Services
5.2.9 Q22 — Customized Proxy Voting Policy and Voting
5.2.10 Q23 — Proxy Research and Voting Rationales Process
3. Introduction (3 pages)
[Owner: Me - draft due TBC]
5. Answers to Questions
[Owner: Me - draft due TBC]
5.1 Background and Experience
[Owner: Me - draft due TBC]
5.1.1 Q1 — Year Established and Brief History
[Owner: Me - draft due TBC]
5.2 Stewardship and Sustainable Investment Services
[Owner: Priya - draft due TBC]
5.2.9 Q22 — Customized Proxy Voting Policy and Voting
[Owner: Tom - draft due TBC]
5.2.10 Q23 — Proxy Research and Voting Rationales Process
[Owner: Tom - draft due TBC]
- 45읽은 RFP 페이지 수
- 85요구사항, 행당 하나
- 0요청 2에 의해 변경된 요청 1의 셀
- 45Word 제목으로 된 질문, 담당자 포함
실제 파일 열기
이번 실행에서 나온 실제 파일입니다. 다운로드하여 Excel과 Word에서 여세요.
파일 출처: Office of the Illinois State Treasurer, 제안요청서 370-500-26-040, 스튜어드십 및 지속 가능한 투자 컨설팅 서비스, 2026년 4월 13일. 공공 조달 기록입니다. 재무관 사무실은 이 예시를 검토하거나 보증하지 않았습니다.
01 · 시작 파일
네 곳에 요구사항이 포함된 45페이지 분량의 RFP
제공할 서비스는 섹션 III(4~6페이지), 제안 형식은 섹션 V.A, 45개의 질문은 섹션 V.B, 통과/실패 요구사항은 섹션 VI.A에 있습니다. 페이지 제한과 '있는 경우'와 같은 조건들이 본문에 숨겨져 있습니다.
함정도 있습니다. 섹션 III에는 20개의 서비스가 나열되어 있지만, 입찰자가 서명해야 하는 부록 B 양식은 처음 17개에 대해서만 증명하도록 요구합니다.
02 · 요청 1
“규정 준수 매트릭스를 작성해 주세요. 요구사항당 한 행으로”
입찰 관리자가 입력한 내용
We're bidding on the Illinois Treasurer's RFP 370-500-26-040 (attached). Please build a compliance matrix as an Excel workbook. Sheet 'Matrix', one row per requirement, in this order: 1. Section III Scope of Work services III.1 to III.20 2. Section V.A Proposal Format items V.A.1 to V.A.11 3. Section V.B questions Q1 to Q45 (keep the sub-parts of Q33 i-iv and Q40 a-b inside the same row) 4. Section VI.A Mandatory Requirements VI.A.1 to VI.A.6, with VI.A.5 a-d as four separate rows Columns: Ref (e.g. III.4, V.A.3, V.B.30, VI.A.5b) | RFP section heading | Requirement (one-line summary) | PDF page | Mandatory (Y, or 'Conditional' where the RFP says 'if any' / 'if applicable') | Page limit | Our response location | Status (leave 'Open'). Second sheet 'Key dates' with the Section IV.A schedule. Freeze and bold the header row, wrap text.
의 처리 내용
- 네 개 섹션을 모두 읽고 요구사항당 한 행씩 총 85개 행을 요청된 순서대로 작성했습니다: III.1~III.20, V.A.1~V.A.11, 45개의 질문, 그 다음 VI.A의 5a~5d를 별도의 행으로 작성.
- 각 행에 출처가 되는 PDF 페이지를 기재했습니다; 다음 페이지까지 이어지는 요구사항은 14-15와 같이 두 페이지 모두 표기했습니다.
- RFP에 설정된 경우에만 페이지 제한을 넣었습니다: 서론 3페이지, 업무 범위 및 고유 역량 각 5페이지.
- RFP에서 선택 사항으로 표현한 두 항목, 하도급업체(“있는 경우”)와 가림 처리 사본을 “Conditional”(조건부)로 표시했습니다.
- 섹션 IV.A 일정이 포함된 “Key dates” 시트를 추가하고, 두 시트 모두 헤더 행을 고정하고 굵게 표시했습니다.
Develop Sustainable Investment Policy Statement outlining principles, objectives, roles.| A | B | C | D | E | F | G | H | |
|---|---|---|---|---|---|---|---|---|
| 1 | Ref | RFP section heading | Requirement | PDF page | Mandatory | Page limit | Our response location | Status |
| 2 | III.1 | Scope of Work | Develop Sustainable Investment Policy Statement outlining principles, objectives, roles. | 4 | Y | Open | ||
| 3 | III.2 | Scope of Work | Annually review Policy Statement to reflect best practices. | 4 | Y | Open | ||
| 4 | III.3 | Scope of Work | Develop engagement framework and conduct corporate engagements. | 4 | Y | Open | ||
| 5 | III.4 | Scope of Work | Support shareholder proposals, drafts, solicitations, no-action responses. | 4 | Y | Open | ||
| 6 | III.5 | Scope of Work | Develop Proxy Voting Policy Statement and review annually. | 4 | Y | Open | ||
| 7 | III.6 | Scope of Work | Research and vote Treasurer proxies per policy/direction. | 4 | Y | Open | ||
| 8 | III.7 | Scope of Work | Prepare quarterly/annual voting rationales; attend oversight meetings. | 4 | Y | Open | ||
| 9 | III.8 | Scope of Work | Monitor portfolios, alert staff to material sustainability risks/opportunities. | 4 | Y | Open | ||
| 10 | III.9 | Scope of Work | Build partnerships/coalitions with investors and advocates. | 5 | Y | Open | ||
| 11 | III.10 | Scope of Work | Develop/distribute Annual Report on policies, votes, engagements. | 5 | Y | Open | ||
| 12 | III.11 | Scope of Work | Monitor market events, M&A, offerings, management, legislation. | 5 | Y | Open | ||
| 13 | III.12 | Scope of Work | Assist Treasurer in legislative/regulatory engagements. | 5 | Y | Open | ||
| 14 | III.13 | Scope of Work | Research material sustainability/governance issues for portfolio. | 5 | Y | Open | ||
| 15 | III.14 | Scope of Work | Prepare presentations on best practices, engagements, recommendations. | 5 | Y | Open | ||
| 16 | III.15 | Scope of Work | Meet to answer questions on policy, voting, engagements quarterly minimum. | 5 | Y | Open | ||
| 17 | III.16 | Scope of Work | Be available as needed to staff and contractors. | 5 | Y | Open | ||
| 18 | III.17 | Scope of Work | General resource on governance, sustainable practices, proxy activities. | 5 | Y | Open | ||
| 19 | III.18 | Scope of Work | Attend meetings to present research/reports and answer questions. | 5 | Y | Open | ||
| 20 | III.19 | Scope of Work | Provide/recommend education sessions as requested. | 5-6 | Y | Open | ||
| 21 | III.20 | Scope of Work | Prepare general informational presentations for staff as needed. | 6 | Y | Open | ||
| 22 | V.A.1 | Cover Letter | Transmittal with contact details | 10 | Y | Open | ||
| 23 | V.A.2 | Table of Contents | List chapters with page numbers | 10 | Y | Open | ||
| 24 | V.A.3 | Introduction | Background, management, staffing, experience | 10 | Y | 3 pages | Open | |
| 25 | V.A.4 | Scope of Work | Conceptual approach to Services | 10 | Y | 5 pages | Open | |
| 26 | V.A.5 | Answers to Questions | Answer all V.B with headings | 10 | Y | Open | ||
| 27 | V.A.6 | Service Team | Org chart, resumes, key roles | 10 | Y | Open | ||
| 28 | V.A.7 | Subcontractors | List subcontractors and work type | 10 | Conditional | Open | ||
| 29 | V.A.8 | Unique Capabilities | Distinguishing expertise summary | 10 | Y | 5 pages | Open | |
| 30 | V.A.9 | Certifications/Disclosures | Appendix A three forms | 10 | Y | Open | ||
| 31 | V.A.10 | Cost Proposal | Separate sealed price proposal | 11 | Y | Open | ||
| 32 | V.A.11 | Redacted Copy | Separate redacted copy if needed | 11 | Conditional | Open | ||
| 33 | V.B.1 | Background and Experience | Year established and brief history | 11 | Y | Open | ||
| 34 | V.B.2 | Background and Experience | Name and primary contact details. | 11 | Y | Open | ||
| 35 | V.B.3 | Background and Experience | Headquarters and branch addresses, website. | 11 | Y | Open | ||
| 36 | V.B.4 | Background and Experience | Lines of business, products, services. | 11 | Y | Open | ||
| 37 | V.B.5 | Background and Experience | 3-5 year growth and succession plans. | 11 | Y | Open | ||
| 38 | V.B.6 | Background and Experience | Current ownership and management structure. | 11 | Y | Open | ||
| 39 | V.B.7 | Background and Experience | Provisions retaining principals/partners. | 11 | Y | Open | ||
| 40 | V.B.8 | Background and Experience | Professional turnover last five years. | 12 | Y | Open | ||
| 41 | V.B.9 | Background and Experience | Internal decision-making process. | 12 | Y | Open | ||
| 42 | V.B.10 | Background and Experience | Org changes past three years. | 12 | Y | Open | ||
| 43 | V.B.11 | Background and Experience | Proposed team org chart, roles. | 12 | Y | Open | ||
| 44 | V.B.12 | Background and Experience | Dedicated team bios, education, ownership. | 12 | Y | Open | ||
| 45 | V.B.13 | Background and Experience | Three client references with contacts. | 12 | Y | Open | ||
| 46 | V.B.14 | Stewardship Services | Alternative processes meeting Scope, Appendix B. | 12 | Y | Open | ||
| 47 | V.B.15 | Stewardship Services | Plans advised, governmental, 5 years. | 12 | Y | Open | ||
| 48 | V.B.16 | Stewardship Services | Types of advisory accounts managed. | 12 | Y | Open | ||
| 49 | V.B.17 | Stewardship Services | Stewardship consulting for governments. | 12 | Y | Open | ||
| 50 | V.B.18 | Stewardship Services | Views on governance, compensation, sustainability. | 12 | Y | Open | ||
| 51 | V.B.19 | Stewardship Services | Experience with Sustainable Investment Policy Statement. | 12 | Y | Open | ||
| 52 | V.B.20 | Stewardship Services | Corporate engagement process, risks, strategies. | 13 | Y | Open | ||
| 53 | V.B.21 | Stewardship Services | Shareholder proposals, no-action, solicitations. | 13 | Y | Open | ||
| 54 | V.B.22 | Stewardship Services | Custom proxy policy and voting. | 13 | Y | Open | ||
| 55 | V.B.23 | Stewardship Services | Proxy research and voting rationales. | 13 | Y | Open | ||
| 56 | V.B.24 | Stewardship Services | Monitoring key market and policy events. | 13 | Y | Open | ||
| 57 | V.B.25 | Stewardship Services | Researching material ESG, portfolio relevance. | 13 | Y | Open | ||
| 58 | V.B.26 | Stewardship Services | Investor collaborations, 2-3 examples. | 13 | Y | Open | ||
| 59 | V.B.27 | Stewardship Services | Quarterly/annual consolidated stewardship reports. | 13 | Y | Open | ||
| 60 | V.B.28 | Stewardship Services | Educational resource on sustainable investment. | 13 | Y | Open | ||
| 61 | V.B.29 | Stewardship Services | Relationships, ethics, conflicts of interest. | 13 | Y | Open | ||
| 62 | V.B.30 | Stewardship Services | Sample engagement memorandum work product. | 13-14 | Y | Open | ||
| 63 | V.B.31 | Equity Diversity Inclusion | 51% MWVD-owned with supporting data. | 14 | Y | Open | ||
| 64 | V.B.32 | Equity Diversity Inclusion | MWVD control plus subcontractor use. | 14 | Y | Open | ||
| 65 | V.B.33 | Equity Diversity Inclusion | Board, leaders, staff, workforce MWVD data. | 14-15 | Y | Open | ||
| 66 | V.B.34 | Equity Diversity Inclusion | Supplier diversity program, targets, metrics. | 15 | Y | Open | ||
| 67 | V.B.35 | Equity Diversity Inclusion | EDI policies, community, metrics. | 15 | Y | Open | ||
| 68 | V.B.36 | Corporate Responsibility | Environmental risks, sustainability strategies. | 15 | Y | Open | ||
| 69 | V.B.37 | Corporate Responsibility | Human capital retention, enhancement. | 15 | Y | Open | ||
| 70 | V.B.38 | Corporate Responsibility | Governance mitigating risk, enhancing operations. | 15 | Y | Open | ||
| 71 | V.B.39 | Corporate Responsibility | Societal CSR activities with data. | 15 | Y | Open | ||
| 72 | V.B.40 | Corporate Responsibility | a certify fault, b detail enforcement impact. | 15-16 | Y | Open | ||
| 73 | V.B.41 | Illinois Presence | Illinois incorporation, HQ/branch addresses. | 16 | Y | Open | ||
| 74 | V.B.42 | Illinois Presence | Full-time staff at HQ, Illinois offices. | 16 | Y | Open | ||
| 75 | V.B.43 | Illinois Presence | Illinois presence, number/percentage in-state. | 16 | Y | Open | ||
| 76 | V.B.44 | Illinois Presence | Subcontractors with Illinois presence percentage. | 16 | Y | Open | ||
| 77 | V.B.45 | Illinois Presence | Plans to locate/hire Illinois staff. | 16 | Y | Open | ||
| 78 | VI.A.1 | Mandatory Requirements | Must answer all Section V.B questions. | 16 | Y | Open | ||
| 79 | VI.A.2 | Mandatory Requirements | Submit contact with authority to clarify. | 16 | Y | Open | ||
| 80 | VI.A.3 | Mandatory Requirements | Be authorized to transact business in Illinois. | 16 | Y | Open | ||
| 81 | VI.A.4 | Mandatory Requirements | Have licenses, bonding, facilities, equipment, trained personnel. | 16-17 | Y | Open | ||
| 82 | VI.A.5a | Mandatory Requirements | At least $1B assets under advisement. | 17 | Y | Open | ||
| 83 | VI.A.5b | Mandatory Requirements | 3+ years stewardship consulting for government entities. | 17 | Y | Open | ||
| 84 | VI.A.5c | Mandatory Requirements | Senior leads have 5+ years relevant experience. | 17 | Y | Open | ||
| 85 | VI.A.5d | Mandatory Requirements | Agree to timely reports and supporting materials. | 17 | Y | Open | ||
| 86 | VI.A.6 | Mandatory Requirements | Describe alternatives vs Scope of Work Sec III, complete Appendix B. | 17 | Y | Open | ||
May 6, 2026 before 1:00 p.m. CT| A | B | |
|---|---|---|
| 1 | Event | Date |
| 2 | RFP published on Treasurer's website | April 13, 2026 |
| 3 | Notice of intent to participate in Optional Respondents' Teleconference due | April 20, 2026 by 9:00 a.m. CT |
| 4 | Optional Bidder's Teleconference | April 21, 2026 at 11:30 a.m. CT |
| 5 | All Respondent questions due | April 23, 2026 by 12:00 p.m. CT |
| 6 | Responses to all questions posted on Treasurer's website | April 29, 2026 |
| 7 | Proposals due | May 6, 2026 before 1:00 p.m. CT |
| 8 | Opening of Proposals | May 6, 2026 at 2:00 p.m. CT |
| 9 | Interviews, if any, with final candidates | Week of May 25, 2026 |
| 10 | Best and final offer due, if applicable | Week of June 1, 2026 |
| 11 | Notification of award and begin negotiation of Agreement | Week of June 8, 2026 |
| 12 | Note: These dates are subject to change at the Treasurer's discretion. | |
PDF와 대조 확인 내용: 요청된 순서대로 누락이나 반복 없이 85개 행 작성; 각 페이지 번호는 해당 요구사항이 인쇄된 페이지와 일치; 정확히 세 행에 페이지 제한 설정; 질문은 4월 23일 오후 12시(CT)까지, 제안서는 5월 6일 오후 1시(CT) 전까지 제출, 인쇄된 내용과 동일.
03 · 요청 2
“담당자와 채점표를 추가하고 부록 B를 확인해 주세요”
입찰 관리자가 입력한 내용
Good. Three changes to the same workbook - keep everything already in 'Matrix' as is. 1. Add an 'Owner' column after Status and fill every row: - Tom (proxy voting): III.5, III.6, III.7, Q22, Q23 - Ana (ESG reporting and EDI): III.10, Q27, Q31 to Q40 - Me (bid manager): all V.A rows, all VI.A rows, Q1 to Q13, Q41 to Q45 - Priya (strategy): everything else 2. Add a sheet 'Scoring' with the evaluation factors and weights from the table in Section VI.B, plus the total. 3. Compare the Appendix B attestation list with Section III and add a note on the 'Matrix' sheet (highlighted row or cell comment) on anything that doesn't line up.
의 처리 내용
- 방금 만든 매트릭스를 열고 동일한 통합 문서를 편집했습니다.
- “Status” 뒤에 “Owner” 열을 추가하고 주어진 규칙에 따라 85개 행을 모두 채웠습니다: Tom 5, Ana 12, 본인 38, Priya 30.
- 섹션 VI.B의 7가지 요소와 가중치, 그리고 RFP에 기재된 합계 115가 포함된 “Scoring” 시트를 추가했습니다.
- 부록 B와 섹션 III를 비교하여 차이점을 두 번 표시했습니다: 매트릭스 하단의 노란색 NOTE 행과 III.20에 단 메모.
- 요청 1의 어떤 셀도 변경하지 않았습니다. 모두 확인했습니다.
Appendix B attestation covers III.1-III.17 (pp.44-45) — Section III III.18, III.19, III.20 (pp.5-6) have no counterpart in Appendix B| A | … | C | … | H | I | |
|---|---|---|---|---|---|---|
| 1 | Ref | … | Requirement | … | Status | Owner |
| 6 | III.5 | … | Develop Proxy Voting Policy Statement and review annually. | … | Open | Tom |
| 7 | III.6 | … | Research and vote Treasurer proxies per policy/direction. | … | Open | Tom |
| 8 | III.7 | … | Prepare quarterly/annual voting rationales; attend oversight meetings. | … | Open | Tom |
| … | ||||||
| 18 | III.17 | … | General resource on governance, sustainable practices, proxy activities. | … | Open | Priya |
| 19 | III.18 | … | Attend meetings to present research/reports and answer questions. | … | Open | Priya |
| 20 | III.19 | … | Provide/recommend education sessions as requested. | … | Open | Priya |
| 21 | III.20 | … | Prepare general informational presentations for staff as needed. | … | Open | Priya |
| 22 | V.A.1 | … | Transmittal with contact details | … | Open | Me |
| … | ||||||
| 54 | V.B.22 | … | Custom proxy policy and voting. | … | Open | Tom |
| 55 | V.B.23 | … | Proxy research and voting rationales. | … | Open | Tom |
| … | ||||||
| 84 | VI.A.5c | … | Senior leads have 5+ years relevant experience. | … | Open | Me |
| 85 | VI.A.5d | … | Agree to timely reports and supporting materials. | … | Open | Me |
| 86 | VI.A.6 | … | Describe alternatives vs Scope of Work Sec III, complete Appendix B. | … | Open | Me |
| 87 | NOTE | … | Appendix B attestation covers III.1-III.17 (pp.44-45) — Section III III.18, III.19, III.20 (pp.5-6) have no counterpart in Appendix B | … |
115| A | B | C | |
|---|---|---|---|
| 1 | Factor | Weight/Points | Notes |
| 2 | Background & Experience | 25 | RFP Section VI.B Evaluation Factors, PDF p.17 |
| 3 | Stewardship and Sustainable Investment Services | 40 | RFP Section VI.B Evaluation Factors, PDF p.17 |
| 4 | Cost Proposal | 25 | RFP Section VI.B Evaluation Factors, PDF p.17 |
| 5 | Equity, Diversity & Inclusion | 5 | RFP Section VI.B Evaluation Factors, PDF p.17 |
| 6 | Corporate Responsibility – Environmental, Social and Governance Practices | 5 | RFP Section VI.B Evaluation Factors, PDF p.17 |
| 7 | Illinois Presence | 10 | RFP Section VI.B Evaluation Factors, PDF p.17 |
| 8 | Interview, if applicable | 5 | RFP Section VI.B Evaluation Factors, PDF p.17; RFP Section VI.C.7, PDF p.18 — if no interviews, all Respondents awarded zero (0) points |
| 9 | TOTAL | 115 | RFP Section VI.B Evaluation Factors, PDF p.17 — sum of weights above |
확인 완료: 85개 행의 담당자 모두 규칙을 따름; 가중치는 17페이지의 표와 일치함; 44~45페이지의 부록 B가 III.17에서 끝나므로 III.18~III.20에는 예/아니요 칸이 없음; “Key dates” 시트는 그대로 있음.
04 · 요청 3
“Word로 응답 개요 초안을 작성해 주세요”
입찰 관리자가 입력한 내용
Now draft the response outline as a Word document so the team can start writing. - Use the 11 items of Section V.A, in that order, as Heading 1 (Cover Letter, Table of Contents, Introduction, Scope of Work, Answers to Questions, Service Team, Subcontractors, Unique Capabilities, State Certifications and Disclosures, Cost Proposal, Redacted Copy). - Put the page limit in the heading where V.A sets one. - Under 'Answers to Questions', use the five V.B group headings as Heading 2 and each question as a numbered Heading 3 (Q1 to Q45, short title), with Q33 i-iv and Q40 a-b listed under their question. - Under every heading add one placeholder line: '[Owner: <name from the matrix> - draft due TBC]'. - Mark Cost Proposal and Redacted Copy as separate attachments, as V.A.10 and V.A.11 require.
의 처리 내용
- 제목이 실제 제목 1, 2, 3 스타일로 된 새로운 Word 파일을 만들어, Word의 탐색 창에서 전체 트리 구조가 보이도록 했습니다.
- 섹션 V.A의 11개 항목을 순서대로 제목 1로 사용하고, 페이지 제한이 있는 세 개의 제목에 해당 제한을 포함했습니다.
- 5개의 질문 그룹을 ‘질문에 대한 답변’ 아래에 배치하고 45개의 질문을 모두 그 아래에 넣었으며, Q33과 Q40의 하위 문항도 나열했습니다.
- 요청 2에서 편집한 매트릭스에서 각 담당자를 가져왔습니다: Q22는 Tom, Q31은 Ana, Q20은 Priya 담당입니다.
- V.A.10 및 V.A.11 요구사항에 따라 비용 제안서와 가림 처리 사본을 별도의 첨부 파일로 표시했습니다.
확인 완료: 제목 1 항목 11개가 V.A 순서대로 있고, 제목 2 그룹 5개, Q1부터 Q45까지 제목 3 질문 45개가 있으며, 모든 담당자 줄이 매트릭스와 일치합니다.
참고할 점: Q17 아래 개요에는 작성 단계에서 남은 문장 하나가 포함되어 있고, Q23부터 담당자 행은 다른 단락 스타일을 사용하여 간격이 중간에 변경됩니다. 둘 다 Word에서 1분이면 수정 가능합니다. 이 요청에 대한 의 답변에는 파일은 나열되었지만 요약은 제공되지 않았습니다.
긴 RFP에서 팀이 작업할 수 있는 계획으로
대부분의 AI 도구는 채팅 답변에 RFP 요구사항을 나열합니다. 는 이를 출처 페이지가 포함된 실제 스프레드시트로 작성하고, 담당자를 추가할 때 같은 통합 문서에서 계속 작업하며, 작성자가 내용을 채울 수 있는 Word 개요로 변환합니다.
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