Overview
Once a request is published, you can add more vendors to it and then send invites to them.
Adding vendors to published requests
- From the Request Projects page, click Manage Responders from the left navigation pane. The Responders page appears.
- Click Add Responders and select either From Directory, Create, or Upload.
- From Directory:
- When the Select Responders section appears, select the checkbox associated with the responders you want to add.
- Click Add Responders. Vendors will be added and a success message will be displayed.
- To send invites to the newly added responders, select the checkbox associated with the responders and click Send Invite.
- On the Invite Responders pop-up, customize the subject and message for the invite and click Invite.
Invites will be sent and a success message will be displayed.
- When the Select Responders section appears, select the checkbox associated with the responders you want to add.
- Create:
- When the Create New Responders section appears, enter the details and click Add.
Note: To send an invite to the new responder while adding them, check the Send Invite checkbox and then click Add. - On the Invite Responders pop-up, customize the subject and message for the invite and click Invite.
The new responder will be created, an invite will be sent and a success message will be displayed.
- When the Create New Responders section appears, enter the details and click Add.
- Upload:
- When the Create New Responders section appears, click the Upload tab.
Note: To send an invite to the new responder while adding them, check the Send Invite checkbox. - Download the template, update it with responders details, then click Select File to upload it.
- On the Invite Responders pop-up, customize the subject and message for the invite and click Invite.
The new responder will be created, an invite will be sent and a success message will be displayed.
- When the Create New Responders section appears, click the Upload tab.
- From Directory: