Projects > BidPackages > Invitees tab

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Invitees tab

The Invitees tab displays information regarding the bidders that have been invited to bid. You may also invite bidders from this tab.

To Add Invitees

1. Click the Add Invitees button.

The Select Notification Contacts page appears.



2. Invite contacts from your private directory.

The Limit my search results to the bid package scope of work check box is a useful option. It automatically filters your private directory to display only those contacts whose criteria (e.g., construction codes) match those specified in the bid package.

• You may add all the displayed contacts to the notification list by clicking the Add ALL Contacts button.
• You may also select contacts manually and add them one at a time, or add several at a time by holding down the [Ctrl] key while you select your contacts. and then click the Add Selected Contact(s) button
  
  
3. Click the OK button.
4. Click Finish.

To Send the Invitation

1. Select the invitees you wish to invite and click the Invite button
   -or-
   To select all invitees, click the Invite All button

The Notify Project Bidders page displays.


2. Select the Type of Notification and the Preferred Communication Method.

Note: The default setting is Recipients' Preference, but you may change it to Email, Fax or Email and Fax. The Reply To Email Address defaults to the email address specified in the bid package.

3. Enter a Subject line and Message.
4. (optional) Click the Preview button to preview the invitation.

You may see both the Email and Fax views on this page by selecting the desired view from the Current View dropdown.

5. Click Next.
   The Currently Assigned Recipients page appears.
6. (Optional) If you wish to add more recipients, click the Add Invitees button to open the Select Notification Contacts page and follow the procedure above.

Note: The Invitation to bid has not been sent yet. If you wish to remove any of these assigned recipients from the list, you may still do so by selecting the check box next to the recipient's name and clicking Remove.

7. Click the Next button
8. (Optional) The final step in the process is the Notification File Attachments page. Here you may upload any file attachments that you wish the recipients to receive via email.
9. (Optional) To upload a file from your computer, click the Browse button.
   From there you may navigate to the folder where your file is stored and attach it.
   Please note that only email recipients will receive the files.
   
10. Click Send to invite your bidders and complete the process.

See also:

• Create a Bid Package
• General Information tab
• Documents tab
• Construction Codes tab
• Qualifications tab