https://www.youtube.com/watch?v=nwIdP-rRcGQ
Objective
To provide a clear and concise procedure for team members to create and publish documents for Request for Quotation (RFQ) to manufacturers, ensuring that the documents are properly saved and visible to consumers on the platform
Key Steps
- Create Document
- Begin by clicking the "Create" button to start a new document
- This action saves the document in draft form
- Understand Document Visibility
- Note that documents saved as drafts will not be visible to consumers or manufacturers
- Drafts are only accessible within your organization for editing purposes
- Publish Document
- Once you have completed the document and are ready for it to be sent to manufacturers and visible to consumers, click the "Create and Publish" button
- This action will make the document available for RFQ purposes
Cautionary Notes
- Ensure that all necessary information is included in the document before publishing, as published documents cannot be edited in the same way as drafts
- Double-check the visibility settings to confirm that the document is correctly published and accessible to the intended audience
Tips for Efficiency
- Familiarize yourself with the platform’s features to minimize time spent navigating during the document creation process