Setting up Tenderers

Each Tender package recipient needs to be set up in InEight Document as an external contact so they can receive the package and send and receive correspondence via the TenderDocs portal.

1. Create the Companies the Tender will be issued to under Companies.

2. Set up the Contacts within these companies under Contacts.

3. Ensure each Tenderer is set up with the External Contact option ticked.

See also:

Creating Companies

Creating External Contacts and Users

Videos:

Create Companies

Create Users