User Guides
Document Library
The Consolidated Tenders Site gives premium suppliers the ability to create and use an online document library. This library of documents would typically consist of documents that are either frequently used when responding to a tender or that can be used to demonstrate the supplier’s credentials and capability. Typically, they would include:
1. Promotional Material:
- Company brochures
- CVs of key personnel
- Evidence of awards and prizes
- Case studies of past projects/services
2. Compliance Material:
- Insurance certificates
- Certificates of compliance
- Policy and procedure documents
3. Evidence Material:
- Licenses
- Certificates of accreditation
- Certifications of capability
The Consolidated Tenders Site document library gives suppliers the ability to:
- Upload and store documents
- Create a document file system hierarchy
- Categorise documents
- Set expiry dates on documents
- Nominate that the supplier should be notified when a document is about to expire
- Delete old documents
When a supplier creates a document library, their documents are not visible to any other users, including buyers unless the supplier takes specific action to make them visible.
Ways to Share Documents:
- Company Profile: Suppliers can attach documents as supporting evidence in their company profile.
- Tender Submission: Documents can be used directly when submitting a response to a tender.
How to Create a Document Library:
- Login to Consolidated Tenders premium account.
- Select Document Library from the top right main drop-down menu or from Dashboard
Refer to the screenshot below as an example of the Document Library page.
The supplier can manage the details of a document including:
1. File Details Management:
- Edit the file name.
- Edit the file description.
- Set or update the expiry date of the file.
- Opt to notify the user 60 days before the file expires.
2. Document Library Management:
- Edit, move, and delete branches in the file storage hierarchy.
- Edit, move, and delete files within the library.
3. File Deletion:
- Deleting a file removes all references to that file from the supplier's profile.
This system is designed to help suppliers remain organized and ready for any tender submission, improving efficiency and compliance in the process.