This article will show you how to copy a Bid. When you copy a Bid, you create a duplicate of an existing Bid. The original Bid continues to exist, along with the duplicate. 

Instructions

1. Navigate to Modules > Content > Bid Postings
   
   
2. Select the category that the bid you want to copy is in
   
3. Select Choose an Action > Copy next to the bid you want to copy
   
4. Details will auto-fill from the original; make edits, if desired
   
   • Bid Details:
     
     
     
     
     
     
     
     • Bid Number: Number assigned to identify bid
     • Bid Title: Title of the bid
     • Date(s): Start date when you would like the job to start, End date of when you would like the job completed
       • Leaving the End Date blank will allow for it to stay open until contracted
     • Time(s): Allows you to set time constraints on job working hours
     • Publication Info: Add publication name
     • Submittal Info: How to submit
     • Bid Opening Info: If there are any special details about the bid opening
     • Status: To change the status of the bid
     • Addtl Status Info: If there are any additional comments about the status
     • Bid Recipient: The contact to receive bids
     • Description: Description of the bid
     • Qualifications: If there are any special qualifications to submit a bid
     • Special Requirements: If there are any special requirements for the bid
     • Miscellaneous Info: If there is any additional information about the bid
     • Addendum Date: Updated date, if applicable
     • Pre-bid Meeting: Details for a pre-bid meeting
     • Contact Person: The contact name
     • Download Available: If there are downloadable documents for more information
     • Fee: If there is a fee for applying
     • Plan & Spec Available: If there are plans and specs available for the projects
     • Business Hours: Business hours of the contact posting the bid
     • Fax Number: If you have a fax number that you would like to receive information about the bid
     • Plan Holders List: Details regarding if a plan-holders list is used
     • Bid Posting Categories: The category or categories where you would like to add the bid
   • Related Documents: Add documents to the Bid Posting
     
     
     • Select a document folder and click Relate next to the desired document
5. Click Save or Save and Publish at the top of the page
   
   
   • Save: Saves as a draft
   • Save and Publish: Saves changes, publish to live view
6. Select a Notification setting
   
   
   • Subject: Creating subject heading
   • Comments: Add additional comments
     • Note: 1000 character limit.
   • Mobile Text/Push Message: Add the text message
     • Note: 160-character limit.
   • Include link to item: Check to include a link to the event
   • Choose a Send Option:
     • Send: Will send a notification on the selected date
       
       • On Event Start Date: Select to notify your subscribers on the start date of the event
       • Immediately: Select to notify your subscribers immediately; this will send a notification for each instance of a recurring event (ex: if an event occurs 52 times, a user will get 52 emails)
       • x Number of Days in Advance: Select to notify your subscribers a specified number of days prior to the event date; this will send a notification for each instance of a recurring event at the designated number of days in advance of the recurring event
     • Don't Send: Will save the event but does not send a notification
     • Cancel: Will cancel your attempted saving of the event