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.
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Once all the bidders have returned the signed Confidentiality Agreement then you can issue the package to all bidders.
Approved
If a bidder has returned the agreement, you can view the attachment by clicking on the attachment link.
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| Note |
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Approving the bidder does NOT Issue the Package to them. If you would like to Approve and Issue the package to the bidder in the same step select Approve and Issue package. |
Approved and Issue Package
Using this option would Approve and also Issue the Package to the bidder at the same time.
Bulk Approve Bidders Agreements
To approve or approve and issue the package to all bidders in one action you can:
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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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