Requested Information

One of the most critical aspect of setting up and running a project in Bonfire is specifying which documents and information you want the vendor to submit to you. This is managed in the Requested Information section.

With Bonfire, you can control exactly how the vendor responds to your project by specifying how many files are required, and even what file types the vendor should be uploading. All of this is managed in the Requested Information section of the project.

Requested Information in Bonfire can be one of three types - Documents (any file), Data Fields (numbers, text), BidTable or Questionnaires (special Excel templates). (see Data Fields, Creating a BidTable Template and Setting up Questionnaires)

To edit or create a list of Requested Information click on Manage, as shown below:

This will open up a modal that will let you add or edit items to be requested from the vendors:

You can add a new Requested Document by clicking on the button at the bottom left. Each document can have a title (ex. Proposal) and a file type (PDF, Word, Excel, Image, or CAD).

You can also choose "Any" if you want the vendor to have more freedom over which file types they can upload. Choosing "Any" is also helpful when you're asking the vendor for special files that are not PDF, Word, Excel, Image, or CAD. (see Requested Information "Any" file type Option)

By default, each file slot allows the vendor to upload a single file into it. For example, if you created a "Required Drawings" Requested Document and you expect the vendor to upload more than one drawing, you would have to make sure that the Multiple Files check box is checked (as shown above). Otherwise, the vendor will only be able to upload one file into the slot.

As with the file type, if you wish to give the vendor more flexibility in uploading files, you can select Multiple Files for all/most of the Requested Documents.

The "Required" checkbox dictates whether a Requested Information is optional or mandatory. A vendor will be able to finalize their submission without uploading that particular Requested Information if this option is left unchecked.

The "Sealed" option takes away access to the document (even from the purchaser/project owner) until the document has been explicitly unsealed. (see Sealed Documents)

Lastly, each item in the Requested Information list can be mapped to one or multiple Evaluation Groups. By assigning a Requested Information item to an Evaluation Group, you're giving any Reviewers/Evaluators in that Evaluation Group access to the document/data/questionnaire (provided the group is not withheld). (see Evaluation Groups)

 

If you have any questions, please contact Support@GoBonfire.com

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk