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 menu.
See What is the Form Administration Page for an overview of this menu.
From the Form Table
- In the table, find the row for the form and users to remind.
- (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.
- (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.- From the dialog box, select OK.
- 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.
- (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.- From the dialog box, select OK.
- 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.