Issue Your First Package with a Confidentiality Agreement

Once the confidentiality agreement has been configured you can issue your package.  (Click here for how to configure the Confidentiality Agreement)

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When you click Issue you will be shown a confirmation message as follows.

Ignore and Issue Package

Ignore and Issue Package means that you can ignore the warning and continue to Issue the Package.

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Bidders who have not signed and returned the Confidentiality Agreement will receive an email with the Confidentiality Agreement.  They will need to sign and return it before gaining access to the Tender Package.

Save and Issue Agreement

Save and Issue Package means the package is saved as a draft and the agreement is issued.   This is useful if you want to wait for all bidders to return the agreement and then issue the package to all bidders in one go or you may want to issue to each bidder as their agreement is returned.

Choosing this option means that the package is saved as a Draft and the Confidentiality Agreement is issued to bidders who have not yet signed and returned it.   

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Once all the bidders have returned the signed Confidentiality Agreement then you can issue the package to all bidders.

Approve 

If a bidder has returned the agreement, you can view the attachment by clicking on the attachment link.

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If you are happy that everything has been filled in correctly you can Approve this bidder as having signed the Agreement.

1. To do this select the Approve button from the Approval Status action drop down for that bidder.

2. Then click Save

Please note that Approving the bidder does not Issue the package to them. If you would like to Approve and Issue the package to the bidders in the same step select Approve and Issue package.

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Approve and Issue Package

Using this option would Approve and also issue the package to the bidder at the same time.

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Bulk Approve Bidders agreements

To approve or approve and issue the package to all bidders in one action you can;

Select all the bidders by clicking on the select all checkbox.

Then select the action you want.

And click Save.

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Removing Bidders from the Package

You can optionally remove bidders from the list by selecting them and clicking the Remove button.

Tracking the Progress your Confidentiality Agreement

On the Dashboard

Once the Confidentiality agreement has been issued you can track its progress through the Tender Dashboard.

We've added a new column to the Main dashboard which shows a count of how many of the bidders on the package have signed and returned the agreement. This will provide a quick overview to you of who has signed the agreement.

On the Package

For a more detailed breakdown of the progress of the Tender Dashboard, click on the Summary button for the package to view the Progress tab.

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