Creating Document Packages

Step 1: Create the new document package

From within the desired event, click the Documents tab. From here New package button in the upper-right.

If your event has existing document packages, you will be taken to the Responses view when you click the Documents tab. Simply click the Documents view.

Step 2: Complete the form

From this screen, you'll complete all the required fields to create the lot.

• Name: The name of the document package will appear on the dashboard, event overview, and the documents tab.
• Document Permissions: Determines who can access a document package.
  • Public: All users of the software.
  • Restricted: Bidders with the corresponding minimum stage.
  • Team Members: Team members configured in the event.
• Release at: The date after which the document package appears for bidders.
• Due at: The date responses are due.
• Allow bidders to upload documents: When enabled, bidders can upload documents in response to the document package.
• Description: These instructions will be shown with the document package. Formatting is available via Textile markup.
• Attachments: Drag and drop files onto the web browser, or click the Add Files button to locate and upload files that will be attached for bidders to download.
• Tasks: Add tasks for bidders to check off. Check the Destroy box to remove unneeded tasks. Click New Task to add more.

IMPORTANT: For more information on how document permissions work, see the Document Packages Overview link in the related article list at the bottom of this page.

Step 3: Save the document package

When you are satisfied with your configuration, click the Save package button.