Contract documents for awards

Contract documents can be added to each award. The documents are displayed in the contract library of the awarded contract.

Note You can only add documents which are set as Can Send to Contractor, because all contract library documents are visible to the contractor after the contract is awarded.

Add contract documents to awards

1. Navigate to the home page of the tender. If necessary, click the Schedule tab.

2. Click the name of the Award schedule item.

   The Award page is displayed.

3. Click the name of the award.

   The View Contract page is displayed.

4. Click the in the Documents section of the page.

   The Attach Files page is displayed.

5. Click Link Tender Files.

   The Link Tender Files window is displayed.

6. Select the documents you want to add.

   You can also add documents to the tender library so they can be included in the award.

   To add one or more documents from your hard drive:

   1. Click Add Files and select Upload. The Add Files window is displayed.

   2. Click Choose Files to select the documents to add. You can also drag and drop documents from Windows Explorer.

      Warning If there are problems with any of the selected documents, you cannot upload them. Errors are indicated by a red warning triangle . Move the mouse over the icon to see an explanation of the error, and make the correction before trying to upload the documents.

      You can click to remove a single document, or click Remove All to remove all of them.

   3. Edit the Names of the documents if required.

   4. Select the check boxes to apply the following properties to the documents:

      • Can Send to Contractor

        If selected, the document can be sent to contractors. If you do not select this check box, the document is not available from the library for dispatches or tender messages.

      • Confidential

        If the document contains sensitive information (such as financial information) and access to the document should be limited, select Confidential. Only users with Confidential access will be able to view the document. Users that do not have confidential access will be able to view the document title only.

      • Enable Version Tracking

        If version tracking is enabled, a (V*) suffix is appended to the document name. If the document has only one version, it will be displayed as (V1). As new versions are added, the version number is incremented by one (V2, V3, ...).

   5. Click Add x Files to upload the documents to AVEVA Contract Risk Management.

      Progress bars display the progress of the document uploads. If the uploads are taking too long, you can click Cancel to stop the upload of any documents which have not yet successfully been uploaded. This button is only visible when there are pending uploads.

   6. If any of the document uploads failed, you can click Retry X Failed to attempt the uploads again.

   7. Click Close once all the uploads are complete or cancelled.

      To generate a document from a template, click Add Files and select Generate from Template.

7. Click Save.

   A confirmation message is displayed.

View contract document details

8. On the Award page, click the name of the award.

   The View Contract page is displayed.

9. In the Documents section, click the name of the document you want to view the details of.

   The File Details page is displayed.

Preview or download contract documents

10. On the Award page, click the name of the award.

    The View Contract page is displayed.

11. In the Documents section, click the name of the document you want to preview.

    A message is displayed asking if you want to open or save the document.

12. Click Open.

    The document is displayed in a new window.

Remove contract documents

13. On the Award page, click the name of the award.

    The View Contract page is displayed.

14. In the Documents section, click the icon for the document you want to remove from the contract.

    A warning message is displayed.

15. Click OK.

    A confirmation message is displayed.