Send and Manage Linked Mailbox from RFB Forms

The Request for Bid (RFB) Business Processes have special linked Mailbox functionality. For RFB business processes, the creator of the RFB form will be allowed to correspond with internal users or with RFB bidders.

To send a Mailbox message from an RFB form

Open the RFB BP form and click the Proposal Management tab. You can send a message to internal users of the system, which includes your Unifier project or shell team, or to invited bidders.

To send a message to an internal user:

  1. Click the Mail tab in the right pane.
  2. Click Add and select Mailbox or Project Mailbox to add existing mail from another mailbox, or select New Mail to compose a new message.

To send a message to a bidder:

  1. In the left pane, hover over the desired bidder and click the gear menu ( ).
  2. Click Send Mail to compose a message.

    Note: You will not be able to save a draft copy of composed mail if it is being sent to a bidder.

Bidders will be allowed to view and access Mailbox after they are signed in to the system using a special sign in.

Bidders can also create and add Mailbox messages from the RFB form. The To field is auto-populated with the requestor name. The Cc and Bcc buttons are not available; however, bidders can fill in external Cc and Bcc fields with external email addresses. When bidders reply or forward Mailbox messages, these will be linked with the record.

Bidders will not be able to create any new Mailbox after the bid due date.


Last Published Sunday, July 20, 2025