Issue your first package with a Confidentiality Agreement
Once the confidentiality agreement has been configured you can issue your package.
To do so click on Create package on the Tender Dashboard and follow the standard package creation wizard. Add bidders, add documents.
On the package Summary tab you will notice a warning that there are bidders who have not signed the confidentiality agreement.
This just means that there are bidders that you've added who have not signed the Confidentiality Agreement.
To issue the package click on Issue.
When you click Issue you will be shown a confirmation message as follows.
What is the Ignore and Issue Package?
Ignore and Issue Package means that you can ignore the warning and continue to Issue the Package. As the message describes, choosing this option would mean that the package will be issued to any bidders who have already signed the agreement.
Bidders who have not signed the agreement will receive the Confidentiality agreement which they will need to sign and return before getting access to the drawings.
What is Save and Issue Agreement
You can choose the Save and Issue agreement option if you do not want to send the package to any bidder - regardless of whether they have previously signed the agreement or not - and instead would like to wait until all bidders on the package have signed and returned the agreement before issuing the package to them.
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.
The progress tab now has an additional column for the agreement.
This icon is a clickable link which takes you to a detailed look at the Confidentiality Agreement.
The Confidentiality Agreement shows you all the details about.
Which bidders have been issued the agreement.
What the status is for each bidder, whether they've signed and returned the agreement or not.
The history of all confidentiality agreement - which includes our standard audit trail of all activity on the issued agreement.
Issued - TCA is sent to them.
Returned - They signed the copy and returned.
Signed - Estimator has approved.