Requested Information

One of the most critical aspects 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 How do I set up a Questionnaire?)

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

Sample_Project.png

This will open up a modal that will let you add or edit items to be requested from the vendors. To add Requested Information slots, choose the applicable type adjacent to Add.

Sample_Project.png

You can group your Requested Information by clicking on Group (See How do I group Requested Information?).

You can add a new document by clicking on Requested Document. 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, or Excel (see Requested Information "Any" file type Option).

You can check Allow multiple files? if you would like vendors to upload several files for a particular Requested Information.

The "Required" checkbox dictates whether a Requested Information is optional or mandatory.

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 for more info).

 

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