Requestor: Request for Bid type (RFB-type) BP Upper Forms-Action Form (AF)

Attachments block

Attachments

• Add Attachments to record
• Remove Attachment from record

Source for Record and Line Item Attachments

• Document Manager

  This option is not available for Request for Bid (RFB) Bidder type BP upper form.

• My Computer

  Publish to Document Manager

  • Republish if Publish Path is different from current Location

    When the user selects Document Manager, the Republish if Publish Path is different from current Location sub-option becomes available.

    This option is not available for the Text-type BPs (since these types of BPs do not support attachments) and for Request for Bid (RFB) Bidder type BP upper form.

    • Move
    • Copy
    • Automatically select all existing Record and Line Item Attachments for Republish

Document Manager Attributes for Record and Line Item Attachments

• Update attributes for already published documents

Line Items block

Left pane:

Names of the line items.

Right pane:

• Hide current tab
• Allow Add/Remove/Copy line items
  • Allow attachments to line items
• Allow modifying line items only

  Note: The Proposal Management tab settings are applicable only to the Private Bids. The Proposal Management tab settings are not applicable to the Public Bids.

Proposal Management during bidding block

• Send bid invitations and allow bid receipt

  To display the Send bid invitation and allow bid receipt option on the Proposal Management tab.

  If you select this option, then all of the options on the Proposal Management tab will be available to the user.

  If you select this option, the Manage vendors (includes adding or removing vendors) option, and the Do not allow modification of vendors option, then the user will not see the add or the remove options on the Proposal Management tab.

• Do not allow modification of vendors

  This option prevents the user from making changes (add or remove) to the list of vendors on the Proposal Management tab. The Send Invitation, Actions (Send Mail and Send Password), Refresh, and Find on Page options will be available.

• Use the Master Vendor List filtered at project level

  To display the vendor list at project-level, when the user clicks the Add option on the Proposal Management tab. If you select the Manage vendors (includes adding or removing vendors) option, this option will be selected automatically.

Proposal Management after bid closure block

• Hide the Proposal Management tab

  To hide the Proposal Management tab, similar to the Do not allow viewing received bids (under the Bids block).

• Add all Record Attachments of the winning bid to Requestor's Record Attachments

  To add all of the record attachments of the winning bid to the requestor's record attachment.

• Add only Line items Attachments from the winning bid to the Line Items of Winning Contract

  To add all of the winning bid line items attachments to the line items of the second tab.

Additional block

• Allow linking uMail