How do I send email reminders?

Use the Form Administration page to send email reminders to a single organization at different stages of the prequalification process.

From the Gear Icon

When an Administrator can send an email reminder for a form, new options appear under the Gear Icon gear menu.

See What is the Form Administration Page for an overview of this menu.

From the Form Table

  1. In the table, find the row for the form and users to remind.
  2. (Optional) Re-vinvite Company—From the Request column, select the blue mail icon.
    • The system sends an email to the invited Vendor, reminding the organization to join the prequalification.
    • A Re-invite was successful message appears.
    • The time displayed in the circle resets to <1hr.
  3. (Optional) Remind Vendor—From the Submit column, select the blue mail icon.
    A Confirm dialog box displays. It includes the company name and each user who will receive an email.
    1. From the dialog box, select OK.
    2. The system sends an email to all users previously listed in the dialog box, reminding them to submit remaining categories.

      Note: The email sent to the Vendor lists the names of all remaining categories.

  4. (Optional) Remind Reviewer—From the Review column, select the blue mail icon.
    A Confirm dialog box displays. It lists your company name and each user who will receive an email.
    1. From the dialog box, select OK.
    2. The system sends an email to all users previously listed in the dialog box, reminding them to review remaining categories.

      Note: The email sent to each Reviewer lists the names of all remaining categories.



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Last Published Monday, October 24, 2022