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
- Navigate to Modules > Content > Bid Postings
- Select the category that the bid you want to copy is in
- Select Choose an Action > Copy next to the bid you want to copy
- 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
- Bid Details:
- 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
- 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
- Send: Will send a notification on the selected date
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