Submitting, Dismissing, and Archiving Cases

Manage the lifecycle of your tenders efficiently.

Submitting a Tender

  1. In the Case Workspace, ensure all documents are uploaded.
  2. Change the status dropdown to Submitted.
  3. This moves the case to the Submitted Tenders list and logs the submission time.

Dismissing & Archiving

  • Dismissed: Use this status for tenders you decide not to pursue.
  • Archives: Dismissed cases are automatically archived after 10 days of inactivity to keep your dashboard clean. You can view them in the Archives section.
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Tender Manager
Getting Started
Logging in and Dashboard Overview
Case Management
How to Open a New Tender Case & Track Deadlines
Compliance
Using the Master Library & Understanding Expiry Alerts
Collaboration
Using Chat, @Mentions, and Emoji Reactions
AI Tools
How to Generate Technical Proposals using the AI Engine
Finance Tools
Generating a Compliant Pricing Schedule
Workflow
Submitting, Dismissing, and Archiving Cases
Security
How to use the Live Traffic Monitor
User Management
Adding Staff & Impersonating Users
File Management
Uploading and Deleting Case Submissions
Interactive Maps
Interactive Map: The Tender Flow
Intelligence
How to Pull RFQs From National Treasury