Select Bid Packages from the (Project Menu) to access the Bid Package Log page.
How do I create a new Bid Package?
1. Select the icon at the upper right of the window.
2. The Add Bid Package page will be displayed with several fields for you to fill out.
3. Click the button at the bottom of the page once you have filled out the fields.
4. The Bid Package will be displayed with a red DRAFT VERSION header and the information from the fields you completed. It is ready to for proofing and adding sections and files; however, it is not formally issued until the button is clicked.
5. Select the Add Section link to add a Section to the Bid Package.
- Fill out the Section Name and order you'd like it to appear, and then click
6. The Bid Package is still in DRAFT mode, and now lists the new sections added.
7. Select the icon to the right of any of your Sections. An Upload File window will be displayed.
- Select the "Click to select files" button to display a dialogue window from which you can navigate from your local desktop to the desired files.
- Select the desired files and then select the Open button.
- The Upload Files window will display a file upload status bar followed by a list of files successfully attached to the draft.
- Select the Close Window icon (X) in the upper right.
8. The Bid Package is still in DRAFT mode, and now lists the new files added.
9. Optional: Select the + icon to the right of the Bidders List header. An Add Bidder window will be displayed.
- Select the checkbox next to the project bidder that needs to bid on this package, followed by Save Information.
- Note: Project Bidders (Bidders List) are created via the icon from the Bid Package Log page.
10. Optional: Select the + icon to the right of the Email Recipients header. An Add Email Recipients window will be displayed.
- Select the Add Group or Add Contact check boxes next to the Group and/or team members that need to see the item, followed by Save Information.
11. The Bid Package is still in DRAFT mode, and now lists any new team members added to the e-mail recipients list.
12. Perform a final review of the Bid Package and if anything needs revising you can click the button and make any necessary changes.
13. Once you are ready to distribute, click the button and MasterLibrary will automatically send an e-mail to everyone in the E-mail Recipients list inviting them to Bid.
How do I Add Sections to a Bid Package?
1. Down below the Package information, click the Add Section link.
2. Fill out the fields and then click
How do I Add Bidders to a Project?
1.From the Project Menu click on the "Bidders List" link, or from the Bid Package Log page you can click the icon and then "Bidders List".
2. Click the icon and select the Company and check as many users as you would like.
How do I Add Bidders to a Bid Package?
1. Select the + icon to the right of the Bidders List header. An Add Bidder window will be displayed.
- Select the checkbox next to the project bidder that needs to bid on this package, followed by Save Information.
- Note: Project Bidders (Bidders List) are created via the icon from the Bid Package Log page.
How do I Send the Invitation to Bid on a Bid Package?
1. First make sure you have gone through the steps of creating the Bid Package, creating Sections, uploading Files, and adding Bidders to the Package.
2. Click the button and MasterLibrary will automatically send an e-mail to everyone in the E-mail Recipients list inviting them to Bid
3. This e-mail will contain your Invitation and Instructions text, the Due Date for Questions and Submissions, and some MasterLibrary specific text explaining how to use the site for the first time.
How do I Download a Bid Package?
1. There is a icon to the right of each Section to download just that Section, and at the top of the page to download the entire Package.
2. This will download a zip file you can then unzip and review.
3. Note: Any of the Bidders must first click the button before they will be able to see any of the sections or files.
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