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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Enable/Disable the Plan Holders Feature

  • Updated:

This article will show you how to enable or disable the Plan Holders Feature in the Bids module.  

 

Who can use this feature?
System Administrator | Owner

 

 

Instructions

  1. Sign in to your site
  2. Navigate to Modules and on the Content tab, select Bid Postings
    Modules menu, Bid Postings.
  3. Ensure that you have turned on the Use Plan Holders Feature option for the desired bid category
  4. Select the Plan Holders Form tab
    Plan holders form tab.
  5. Select the desired setting for Use Plan Holders Feature
    The settings for Use Plan Holders Feature
    • Do not use: Will disable Plan Holders List functionality for the module; no form available
    • Require submission before viewing bid: Will require the audience to complete the Plan Holders List Form in order to view the Bid item
    • Require submission before viewing Related Documents: Will require the audience to complete the Plan Holders List Form in order to download any document on a Bid item marked as a Related Document
  6. If desired, edit the Plan Holders Form
  7. Click Save Changes
    Save changes button.
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