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Copy a tender invitation

You can quickly set up new tender by copying an existing invitation.

 You can copy tenders created by your organization that are in draft, open, closed or canceled. All elements of the tender are copied over, including: 

  • tender number
  • title
  • initiator contacts
  • recipients
  • cover letter
  • tender settings
  • any attached documents and files.

The only information which doesn’t copy across is the tender closing date, if it is a date that is now in the past.

  1. Choose your project in the Project Selector at the top of the page.
  2. Click the Tenders button on the Module Menu, and under Search, click Invitations

The Tenders menu options.
  1. Click on the invitation you want to copy.
  2. Click the Actions button, and select the option to Copy Invitation.
  3. Populate the remaining tender information, making sure to give the invitation a unique Tender Number.
  4. Click Send or Save to Draft.
Select the Copy Invite option.

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