Create a tender/bid transmittal

Quickly send documents on a tender transmittal.

Use this feature for basic tendering processes, separate from the Tender module. It allows you to select documents in your document register and send them on a Tender Transmittal. It's essentially a shortcut to creating a Tender Transmittal in Mail and then adding your documents. Note: Transmittal weighting applies. 

 

Required permissions

  • Create mail    
  • Create a transmittal    
  • Search document register    

Tip!

File attachments supplied as links to guest users will expire in seven (7) days. This applies to all mail types including Tender Transmittal.

  1. Search for your documents in the document register.
  2. Select the documents you want to transmit.
  3. Click Transmit and then select Create a tender transmittal.
  4. Add recipients and complete the rest of the mail details.
  5. Click Send.

Tip!

Only CC and BCC recipients can be added. CC recipients will see each other in the mail. BCC recipients will not see each other.

What's next?