Procurement Documents

How to upload procurement documents (RFP, RFQ, RFI) to the website

Overview

Each procurement document (or set of documents) will have its own page on the website. This page gives people information about the procurement process, and provides them with links to the included document(s).

Here's an example of what a procurement document page might look like:

Procurement document page

The procurement document upload process is separate from the generic documents because procurement documents have some extra fields, like procurement type and closing date & time.

Create or Edit

Should you edit or create a new document?

Create a new document page if:

  1. This document, or an older version, is not already on the website

Learn how to create a new procurement document page.

Edit a document page if:

  1. You are uploading a new version of a document already on the site
  2. You are adding a document to a set of documents already on the site
  3. You are changing the title, summary, or publication date

Learn how to edit procurement document pages.

Creating a Procurement Document Page

Step 1: Create the Document Page

New Page Menu

  1. Navigate to your documents folder.
  2. Log in to CommonSpot and open the toolbars.
  3. Click on the New menu in the gray menu bar.
  4. Click on Page.
  5. Create the page as you normally would, with some exceptions:
    1. In the Standard Metadata, make sure you change the Category to Procurement Documents.
      Select Category
    2. In the Standard Metadata, make sure you set the Expiration Date to your Closing Date.
      Expiration Date
    3. On the Custom Metadata page, make sure you change the Content Type to be RFPs, Bids, and Notices.

Step 2: Fill Out the Procurement Document Element

There should be a Procurement Document element waiting for you on the page, like this:

Blank procurement element

If you don't see this element, go to Properties -> Standard Metadata and make sure you've changed the Category to Procurement Documents.

Click on the link provided to fill out the element. 

  1. Summary: A brief explanation of the document(s), so people know what they are downloading.
  2. Pre-Bidding Info: Any pre-bidding information that people need to be aware of goes here.
  3. Pre-Bidding Location: Where people can go for pre-bidding information.
  4. Main Document: This is the first, or main document. 
    1. Press the Select button.
    2. Choose Upload New Document and press Go.
    3. Make sure your documents folder is selected, then press Next.
    4. Choose your document from your computer, and give it a title.
    5. Press Save.
  5. Related Files: You can choose up to 20 related documents. The process is the same as for the Main Document.
  6. Once you are finished, press Save.

Editing the Document

  1. First, navigate to the page you would like to change.
  2. Next, click on Procurement Documents on the upper-left corner of the element.

 Screenshot of data edit option in procurement document

  1. Several options will appear. Select data to access all the form fields associated with the page.
  2. You can edit any information previously entered in the form fields.
  3. Several types of edits to the documents are possible:
    1. You can replace an uploaded document with a newer version by clicking Select
    2. You can delete a previously updated document by clicking Clear
    3. You can upload additional documents. The form allows for a total of 12 uploaded documents.
  4. Once you have completed the edits, press Save.

Possible Errors

Here are some issues you may run into:

Title Already Exists

If you give a document a title that already exists in your document folder, you'll see this error:

document title taken

To get around this, use a unique title for your document. Some tips:

  1. Add 'Document' to the end of the title
  2. Add the version number to the end of the title
  3. Add the date to the end of the title

Document Element is Missing

If you created the page and there's no document element to be seen, then you likely forgot to choose the correct page category:

Wrong document category

To fix this:

  1. Go to Properties in the gray toolbar
  2. Choose Standard
  3. Choose Procurement Documents from the Category drop-down menu

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