FAQs & quick reference

Short answers, and who to ask when the answer is account-specific

Most answers here are how-to answers with the steps included, and each links to its full step-by-step guide. If it is about what your seat can do, the BMS account team is the right stop — Michael Fuentes at michael.fuentes@quorum.us.

Finding bills

Bill review

Stances

Sheets & dashboards

Alerts & automation

Clean-up

Quincy AI

Mobile

Access

This app

Need the actual steps?

The how-to guides walk each workflow — logging in, saved searches, alerts, Quincy prompts, meeting logs, briefings, reporting — step by step.

Open the how-to guides

The daily loop

Open your dashboard, work the new introductions on the sheet, tag and set stances, let the alerts handle the rest.

Naming standard

Issue — region — owner. 'PBM reform — Midwest (State GA)' on searches, sheets, dashboards and alerts.

Ask Quincy well

Ask from the record. Name subject, scope and timeframe, and say what shape you want back.

Glossary

Sheet = working list of bills or officials. Bill profile = the single bill record. Stance = BMS position on a bill. Region = the state set scoping your search. Alert = notification when a search's results change.

Who to ask

Access, permissions and what your subscription includes: Michael Fuentes, the Quorum account team for BMS, at michael.fuentes@quorum.us (or your internal Quorum owner). In-product detail: the Quorum Help Center. What's possible: this app, the assistant, or an official product tour.

Answer in hand?

Go do it.

Still stuck

Quorum Help Center Email the BMS account team

Short answers, and who to ask when the answer is account-specific

Finding bills

How do I find bills in only the states I cover?

How do I change the region on a search I already have?

My search returns too much. How do I tighten it?

Bill review

How do I triage this week's new bills?

How do I organize bills by issue?

Stances

How do I set a stance on a bill?

What stance values should we use?

Sheets & dashboards

How do I build a dashboard my team will actually use?

My dashboard numbers look wrong. What should I check?

Alerts & automation

How do I set up alerts without drowning in email?

How do I stop rebuilding the same weekly update?

Clean-up

How do we clean up two sessions of searches and sheets?

Quincy AI

How do I ask Quincy something that gives me a usable answer?

Can Quincy summarize a hearing transcript?

Can Quincy set a stance for us?

Mobile

Can I use Quorum from an iPad at the capitol?

Access

How do I log in?

I can't see a feature or a colleague's dashboard.

This app

Is this a training course?

Where does the assistant's information come from?