tender_management:reference_documents

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tender_management:reference_documents [2017/09/01 13:56] – Gary Willettstender_management:reference_documents [2021/10/08 09:39] (current) – Gary Willetts
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-===== Reference documents ===== +====== 18.05. Tender reference documents ====== 
-While managing a tender, several documents may be consulted - for example, the quotations received from bidding suppliers, quality assurance documents, or prequalification documents. These documents, provided they are in electronic form (or have been scanned into electronic form if they were supplied as paper copies), may be uploaded and conveniently stored so that they may be readily consulted.+While managing a tender, several documents may be consulted - for example, the quotations received from bidding suppliers, quality assurance documents, or pre-qualification documents. These documents, provided they are in electronic form (or have been scanned into electronic form if they were supplied as paper copies), may be uploaded and conveniently stored so that they may be readily consulted.
  
 To access this functionality, open a tender by choosing **Supplier > Show Tenders...** from the menus and double-click on the tender you want (or create a new one) to add reference documents to. Finally, click on the **Reference documents** tab: To access this functionality, open a tender by choosing **Supplier > Show Tenders...** from the menus and double-click on the tender you want (or create a new one) to add reference documents to. Finally, click on the **Reference documents** tab:
  
-{{ :tender_management:tend_input_ref_docs.png?800 |}}+{{ tender_management:tend_input_ref_docs.png?800 |}}
  
 **Upload document** button: Click on this to store a document in the tender. You will be shown a window allowing you to browse to the required document. Double-click on the document or click on it and click the **Open** button to add it to the tender (called "uploading" it). Once it has been successfully uploaded it will appear in the list of documents below the buttons. **Upload document** button: Click on this to store a document in the tender. You will be shown a window allowing you to browse to the required document. Double-click on the document or click on it and click the **Open** button to add it to the tender (called "uploading" it). Once it has been successfully uploaded it will appear in the list of documents below the buttons.
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 The ability of users to upload and download documents to and from tenders is covered by permissions. To set these permissions choose the **File > Edit users...** menu item, double-click on the desired user, and set their permissions on the //Permissions(3)// tab: The ability of users to upload and download documents to and from tenders is covered by permissions. To set these permissions choose the **File > Edit users...** menu item, double-click on the desired user, and set their permissions on the //Permissions(3)// tab:
  
-{{ :tender_management:ref_docs_permissions.png?600 |}}+{{ tender_management:ref_docs_permissions.png?600 |}}
  
 See [[admin:managing_users|Managing users]] if you need more detail. See [[admin:managing_users|Managing users]] if you need more detail.
 </WRAP> </WRAP>
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- +|  //  Previous:  **[[tender_management:receiving_quotations_from_suppliers]]** | | Next: **[[tender_management:benchmark_prices]]** //  |
-// Previous: [[tender_management:choosing_and_inviting_suppliers|Adding suppliers to a tender]]     Next: [[tender_management:receiving_quotations_from_suppliers|Receiving Quotations from suppliers]]//+
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  • Last modified: 2017/09/01 13:56
  • by Gary Willetts