To Enter/Edit an Arrangement Document:

  1. RFP Open
  2. Click the Arrangement tab
  3. Use the Document Editor to write text inside the box. In the following example, the Manager performed the first edit of the Arrangement, to which you applied a further edit. Note that the editor box can be enlarged by dragging it's bottom right corner.


  1. Click any other tab (from either Menu) to complete your edit (do not close your browser tab or window until you have done this; otherwise you and your Vendor will both be locked out of the Arrangement tab). A box appears inviting you to enter a Revision Note.
  2. Enter your Note, for example, as follows:

  1. Click  OK  . The following appears:

Note that:

  • You can Sign at anytime
  • If your Client makes any edits after you Sign, you will need to re-Sign
  • If you make any edits after your client has signed, your client will need to re-Sign
  • Either your Client or yourself may be the first to Enter/Edit and/or Sign the Document.
  • If your Client has his Arrangement tab opened:
    • Your Arrangement tab is disabled
    • The following appears when you hover over your Arrangement tab:

    • Your Arrangement tab is enabled when your Client completes his edit.



 

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