When you are issuing a package which has a confidentiality agreement and you would like to have all bidders sign the agreement first before issuing the package to them you can choose the Save and Issue the Agreement option.
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You can have bidders sign a Confidentiality Agreement prior to receiving tender package documents.
Save and Issue Agreement
1. Draft your tender package.
2. When ready click Issue.
3. The following warning will appear.
4. Choose Save & Issue Agreement.
5. What this does is to save the package as a Draft while issuing the Agreement document (TCA).
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View Progress of Returned Agreements
To view the progress
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You can of course still view the progress at a higher level on the main Tender Dashboard.
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returned or not returned agreements.
Easy access to the Confidentiality Agreement
Added the ability to access the Confidentiality Agreement management page directly from the Tender Dashboard.
Simply click on the Confidentiality Agreement column number. This will load the agreement management screen.
Import Confidentiality Agreement on Behalf of a Bidder
Much like the ability to import an external bid on behalf of a bidder, you can also import a confidentiality agreement sent you by a bidder outside of the RIB CX system.
1. On the tender dashboard Click on Summary.
2. Click on the Confidentiality Icon on the Company line.
3. Click Upload for the Company you wish to upload the confidentiality agreement for.
4. Select or drag and drop the files to upload.
Approve and Issue
Once uploaded you will be able to approve and issue the package to the bidder
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