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General Items

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Editing of items and contacts

Once, contacts and documents have been created in a dossier, the list, the people and the documents can be edited directly by clicking on the EditButton2icon in the title bars.

General

Emailing contacts and suppliers

Once a person is added to „Authorisation” or „Suppliers”, he can be emailed by clicking on the name of the contact. This will pop-up an email window.

Variations to the above steps

LOI

All steps are identical to the above steps, except for Step5: Post processing. Here an additional fieldis present to provide the contract sign date.

LOI

NDA

For the NDA, Step 2: Select suppliers, the suppliers can be selected unlike in the CON section,where this step is preset.

NDA

In Step4: Send email, the deadline date can be set. This will track if a response was provided in time.

NDAEMail

In Step 5: Post processing, two additional fields are present, to indicate whether the NDA was signed. If this option is truned on, then the singed date can be provided.

NDAProcessing1

NDAProcessing2

RFI

In the RFI section, again, the supplier can be selected in Step 2.

RFISupplier

And in Step 4, a deadline can be provided.

RFIEmail

 

In Step 5, the options are „Responded” – in case of „Yes”, two additional fields appear to provide the response date and if the supplier „will participate”.

RFIProcessing

RFP

In the RFP section, Step 2 lists supplier with the signed NDA and Participation status.

RFPSupplier

In Step 5, the below options appear to complete the RFP.

RFPProcessing

Once all steps and section are completed in a dossier, it will look like this on the review page.

DossierOverview

 

And it will look like this on the overview page for My Dossiers.

AllDossierOverview

Closing a dossier

Once a dossier is complete and can be closed, click on the EditButton2 icon on the title bar

ExistingDossierEdit

And click on the CloseDossierButton button at the bottom of the pop-up window. This will permanently close the dossier and cannot be further edited. The end date also must be provided.

CloseDossierWindow

Closed dossiers will continue to show in the overview and the details and all attachements can be viewed.

AllDossierOverview2