- Open the Enter Invitation to Bid Responses pop-up window.
- Complete the fields as described on the Releases tab on the Enter Invitation to Bid Responses Screen Field Reference.
- In the On Save of
Document section, select from the following options to specify the actions to
perform when you save the document:
- Select the Create PDF checkbox to create a PDF file from the document form.
- Select the View checkbox to view the PDF file.
- Select the Print checkbox to print the PDF file.
- Select the E-mail checkbox to attach the PDF file to an email.
Note: Be aware of the following requirements when working with documents and attachments:- The Create PDF checkbox and at least one other checkbox must be selected.
- You must have MAPI-compliant e-mail software—such as Microsoft Outlook—installed on your computer to send an email message with an attachment. Contacts with a value for the E-mail As field are included as addressees on the email.
- You must have the software required to open a PDF file—such as Adobe Reader—installed on your computer to be able to view it.
- Click OK to return to the Enter Invitation to Bid Requests screen.
- Click Save Request.