Step 1: Navigate to the Tender to be sent
Navigate to a Tender that is ready to be sent, or create a Tender and populate all necessary details. Scroll to the bottom of the page and click “Send Tender”.
Note: If no recipients have been selected, there will be no option to “Send Tender” instead, you will only see an option to save the Tender as a draft.
Step 2: Confirmation Screen and Preview Conflict Check
Before the tender is sent you will be presented with a confirmation screen. On the confirmation screen you will find an informational prompt outlining what recipients will not be able to see before their firm has cleared conflicts. To preview what a firm will see before clearing conflicts click the “Preview Conflict Check” button at the bottom of the modal.
Step 3: Send Tender
Once you are happy to send the tender to the outlined recipients, click the “Send Tender” button. Once clicked, the invitation to the tender will be sent to the recipients and you will be redirected to your Tender Dashboard.
Step 4: Tender Dashboard
Once the Tender has been sent you will notice that your tender will not be in an “Active” state. Tenders in an active state will have the Tender Dashboard displayed where you can track the progress of your tender.