There may be times when managing Tenders on your project, that the package details and documents can only be distributed to the subcontractors when subcontractors when they have entered into a Confidentiality Agreement. This could be due to the sensitive nature of the information of your project.
iTWOcx allows RIB CX allows you to set up a Confidentiality Agreement with custom details along with issuing attachments of official documents that can be downloaded, signed and returned to you before issuing the package to interested parties. Setting up a Confidentiality Agreement
Turn on Confidentiality for
...
Configure Email
Configure Agreement details
Upload agreement attachment
Preview Email and Agreement
Issue your first package with a Confidentiality Agreement
Removing bidders from the Package
What is Ignore and Issue Package?
What is Save and Issue Agreement
Tracking the Progress your Confidentiality Agreement
On the Dashboard
On the Package
Managing Bidders who have signed the Agreement
Approve
Approve and Issue Package
...
Your Project
1. From the Tender Dashboard click on Tender Project settings.
2. Click on Package Config
Configure the Email
The first step in setting up the Confidentiality agreement is adding what text you would like to appear on the email the bidder receives. This text will appear in the body of the email.
Below is a sample of what this email would look like:
Configure the Agreement Details
The second part of the configuration is entering what details appear as part of the agreement. This can be entered as a generic statement with an attachment including the legal documentation.
Below is a sample of what the bidder sees when this is configured.
Upload the Agreement Attachment
Any legal document that must be physically signed can be uploaded as an attachment during configuration so that it is sent to all bidders.
The bidders can then download this file and return it for your approval
To upload an attachment simply click on the Upload Attachment button and add your files.
You can upload 1 or more files here.
Preview the Email and Agreement
You can preview what the Email and Agreement will look like by clicking on the Preview Agreement button.
To preview the email click on Preview Email.
To Preview the agreement click on Preview Agreement.
