Link to Tender

"Workflow Manager" provides team members the facility to link a document revision to Tender Manager.  Members with access to documents uploaded in Workflow can link document/s to Tender Manager where they have the uploading privilege.

 

The following lists the steps to link documents to Tender:

 

1. Select document/s revisions you wish to link

 

 

2. Click on the  icon

 

3. Select Asite Tender option from the Select Application menu

 

4. Select the Workspace you are linking from

 

5. Select a Tender which will be the destination for your linked document - all Open tenders relevant to the user will be displayed

 

 

 Users require Upload privileges to use this feature - speak to your Workspace Administrator if this is not available

 

 The folder tree of the selected Tender will be displayed. If you are on the Tender team then the Tender Inventory will be displayed and if you are on the Bidder team, the Bidder Inventory will be displayed.

 

 

6. Select a folder to choose destination and click on Create Link

       

7. A confirmation  screen will displayed with names of documents for linking. Select document metadata values that are available in the Workspace where the documents are being linked

 

 

5. Click on Continue

 

 

 

Useful Links:

Link Documents