Video - InEight Document Enhanced - Using the Tender Portal

TRANSCRIPT

Welcome to InEight document.

This video demonstrates how to use InEight's Tender portal. To access tender information, create mail, and upload your submission to InEight Document.

Here is an example of an invitation to tender notification from InEight Document.

It includes login details and a link to access the Tender portal.

If you forget your password Click here and enter your details.

The first time you log in to the Tinder portal, you will need to update your password.

Once complete, you can access everything required to make a tender submission.

To view the package, click here.

Then view the documents either by issue or by latest document.

In this case, there is an addendum as well as the initial invitation to tender.

To download the required documents, simply select them and click to download as a zip folder.

To progress acknowledge receipt from the separate pop up window.

In a document will record your details and the time of the download. Once this is selected, For record keeping purposes.

To view all correspondence relating to the package, select the mail tab.

And click on the item you wish to review.

If you've been given access to send mail, you can respond to correspondence from here, or click new or reply here. To send queries or clarifications to the tender coordinator.

Next, select the package, mail type, and other details.

Mail is automatically sent securely to the appropriate contact within in a document.

To update your password at any time, Click here and update these fields.

Finally, once you're ready to upload your submission documents, Click here.

Select the relevant package or packages from folder then choose upload now.

Once uploaded, click okay.

The maximum file size per submission is shown here.

Once uploaded, you can tick this option if preferred.

Then complete submission.

If the submission option is not available, you can use the tender submission mail type from within the mail tab instead.

Finalize submissions are then secured in the NA document log box.

They will be released to the client company review.

Once the closeout date and time have been reached.

Once the tender has closed, the submitted documents are automatically assigned to the Tender assessors for review.

Via the document workflow engine.

Once the tender is awarded, the successful bidder receives an email notice of award.

Unsuccessful parties, receive a notice of regret. If you require further help or support, click here for further information.

Well, that's how to manage Tender submissions using InEight Documents Tender Portal. Thanks for watching.