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High Compliance Environment Help Center

Create a new tender/bid invitation

Create a tender/bid invitation, add recipients and issue the tender invitation.

Step 1 - Set the tender number, name and closing date

  1. Choose your project in the Project Selector at the top of the page.
  2. Click Tenders.
  3. Under Create New, click Tender Invitation.
  1. Enter the tender number in the Tender No field.
  2. Enter a descriptive name in the Title field.
  3. Enter the closing date and time of your tender invitation.

Step 2 - In your organization who needs access to this tender?

Add the names of anyone from your organization who need access to this tender invitation. Add their names into the Initiator Contact field.

Step 3 - Add the organizations you need to send this tender to

In the Recipients field add the name/s of the people you need to send the tender to.

You can add as many people from as many different organizations as required. Each person added to the tender invitation will only see the names of other people from their own organization. They will not be able to see any names of people from organizations included on the tender invitation.

Step 4 - Check the default settings

Change any default settings as required. See the table below for an explanation about each setting.

Option Description
Invitation Access Uncheck this box to stop bidders from viewing your tender invitation after the closing date, and to prevent the tender from being sent as a transmittal. If you select this option, the tender initiator will still be able to search on and see the tender information. If access is required by somebody else, the initiator can add them to the listed initiators by sending an addendum. This won't be seen by the bidders if the closing date has passed, as all bidder access is removed. Note that deselecting this option also blocks access for colleagues from the same company as the initiator after the closing date.
Submission Uncheck this box to prevent organizations from sending submissions after the closing date. Leave it checked if you will accept submissions after that date has passed
Aconex submission Uncheck this box if you don't want organizations to respond to your tender via Aconex. Leave it checked if you do.
Lock box Uncheck this box if you want to access submissions before the closing date. Leave it checked if you want to prevent initiator contacts from accessing any of the tender responses until the closing date and time have passed. Please note: You cannot change the Lock Box setting once you have sent the invitation

Step 5 - Add documents to the tender

If required, you can also attach documents and other files to your tender invitation.

Click the Attach button and choose:

Documents – to attach one or more of your Aconex registered documents.
Local Files – to attach one or more files from your computer or network.

Step 6 - Send the invitation

Click Send on the far right hand side of the screen.