Ibinder Enquiry

iBinder Purchasing I will now show you how to start a purchasing binder in our system. From the bookshelf I start a new purchasing binder. I enter the name and description. Then I choose a close by date, the demo option and a red binder. The difference between a purchasing binder and a project binder are three tabs. Recipients, Publish and amend and Tenders. These are locked to prevent others from accessing the information. Just as in the project binder I can choose the tabs for my binder. I click the function on the right. I choose drawings, administrative regulations, messaging and descriptions. I could upload the documents myself, but I want to invite a consultant to upload the drawings needed. I do that in the participants tab. Just like in projects I can search for, in this case, Emil. To give Emil access to upload drawings, I assign him that role. I mark the checkbox and give him access to Electricity. Now Emil can start uploading his documents. Emil submits his documents Now I have received a message from Emil that he is done. I open the purchasing binder and find the documents there. For instance here are the drawings. The next step is to invite the suppliers that will send the quotes. I open the Recipients tab. With the help of saved lists within my organization, I can easily invite the suppliers to this binder. The final step is publishing the binder. In the Publish and Amend tab there is a button for sending this request for quotes to the recipients. After I have published the binder, I can follow the activities of the recipients. The recipients are marked with a green check mark as soon as they have opened the binder. That's how simple it is to start a new purchasing binder.