This article will show you how to add a category to Bid Postings.

Important Note

• The Bids Posting category will not be visible to the public until a Bid is added.

Instructions

1. Navigate to Modules > Content > Bid Postings
   
   
2. Select Add Category
   
   
3. Fill in the information on the List Details tab
   
   
   • Category Name: Name of the category that the user will see
   • Description: Provides a description
   • Use Plan Holders Feature: Controls whether users are required to submit a form prior to viewing bid features
   • Allow Subscribers: Will allow users to sign up for bid posting notifications
     • Note: You must have the Notify Me module for this function.
   • Allow SMS: Choose to allow text messaging
   • Email List: Choose to include an email list
   • Start Date: The default is blank and indicates the category will be available immediately upon publication; enter a start display date to auto-publish at a later date
   • End Date: The default is blank and indicates that the category will remain published until unpublished manually; enter an end date if you want the item to expire and auto-unpublish
     • Note: System Administrators will receive notice 48 hours prior to expiration.
   • Permissions: Setting permissions at the category level is suggested
     • View: May view the live side only
     • Author: Submit new items and modify unpublished items
     • Publisher: Publish new items, modify/delete unpublished items, modify published items, and accept/reject submitted items
     • Owner: Publish new items, modify/delete unpublished items, modify/delete published items, accept/reject submitted items, create/modify categories, and assign category permissions
4. View and configure the Default Messages tab
   
   
   • HTML Message (Welcome, Header, Footer): Create a message in HTML format
     • Note: Click Copy HTML to Text to directly paste the content of the HTML message into your text message.
     • Default Welcome Message: 

       • This E-mail is in response to a subscription request.
         
         You have just subscribed to the following list:
         
         
         <<EnterListNameHere>>
         
         
         This is in addition to any other lists to which you may have previously subscribed.
         
         
         If these list subscriptions are incorrect you can modify or cancel them by visiting:
         
         
         https://<<InsertURLHere>>/List.aspx?Mode=Manage&Email=<<MailTo>> 
         
         
         Thank you for your interest!

   • Text (Welcome, Header, Footer): View what the HTML will look like in a regular message
5. Select a Saving Option at the top of the page
   
• Cancel: Will delete what you have done
• Save: Will save the work as an unpublished draft
• Save & Send: Will save the work and send it for approval (Authors and Publishers only)
• Save & Publish: Will save the work and publish it for viewing