User's Guide
Welcome to the User's Guide for our platform! This guide will provide you with all the information you need to navigate and utilize the various features of our platform effectively.
When you first log in to BuildFlow, you will be greeted with the home page. The home page serves as the central hub for all your projects and activities. Here are some key navigation tips:
- Navigation Bar: At the top of the home page, you will find a navigation bar that allows you to access different sections of the platform, such as the project list, search functionality, and account settings.
- Project Cards: The home page displays a collection of project cards, each representing a different project you are a part of. You can click on these project cards to access the project details and its associated features.
If you want to view all your projects at once or manage your project settings, the project list is the place to go. Here's how you can navigate through the project list:
- Project Overview: The project list provides a comprehensive overview of all your projects. Each project is listed with its name, description, and other essential details.
- Filters: To make it easier to find a specific project, you can use the filtering options available. You can filter projects based on criteria such as project status, creation date, or project owner.
- Project Details: By clicking on a project in the list, you can access the project details page. Here, you can view and modify project settings, invite collaborators, and manage project resources.
Creating a new project in BuildFlow is a straightforward process. Here's how you can create your own project:
- Click on the "Create New Project" button, which is usually located on the home page or within the project list page.
- You will be prompted to provide essential information about the project, such as the project name, description, and any initial settings or preferences.
- Once you have filled in the necessary details, confirm the creation of the project. You will then be redirected to the project details page, where you can start customizing the project to suit your needs.
Searching for specific files or documents across multiple projects can be done efficiently using our search functionality. Here's how you can search for files across projects:
- Click on the search icon or use the search bar located on the top right corner of the navigation bar.
- Enter the keywords or file names you are looking for in the search bar.
- As you type, the search results will start appearing, displaying relevant files from all your projects. You can click on a search result to directly access the file or document.
- Advanced Filters: To narrow down your search results, you can utilize advanced filters such as file type, creation date, or project name. These filters can be found within the search results page.
That's it! You now have a basic understanding of how to navigate and utilize the key features of BuildFlow. Feel free to explore and experiment with the various functionalities to make the most out of your experience. Happy exploring!
This section will guide you through the navigation process on our bidding platform. You will learn how to access and browse through the list of available bids, view bid details, and submit your bids.
To navigate through the bidding process, follow these steps:
1. Log in to your account on our bidding platform.
2. From the main dashboard, click on the "Bids" tab to access the list of available bids.
3. Use the search filters to narrow down your search and find bids that match your criteria.
4. Click on a bid to view its details, including project information, requirements, and bid submission deadline.
5. If you decide to submit a bid, click on the "Submit Bid" button and follow the instructions to complete the bidding process.
This section will guide you through the process of awarding a bid to the winning bidder. Once the bidding period has ended, you will need to review the submitted bids and select the most suitable one.
To award a bid, follow these steps:
1. Log in to your account on our bidding platform.
2. From the main dashboard, click on the "Bids" tab to access the list of bids.
3. Filter the list to display the bids that have been submitted.
4. Review each bid's details, including the bidder's proposal and qualifications.
5. Select the winning bid based on your evaluation criteria.
6. Click on the "Award Bid" button and follow the instructions to finalize the awarding process.
This section will guide you through the process of sending invitations to potential bidders. If you have a project that requires bids, you can invite selected bidders to participate.
To send invitations to bid, follow these steps:
1. Log in to your account on our bidding platform.
2. From the main dashboard, click on the "Projects" tab to access your projects.
3. Select the project for which you want to send invitations.
4. Click on the "Invite Bidders" button.
5. Enter the email addresses of the bidders you want to invite.
6. Customize the invitation message if desired.
7. Click on the "Send Invitations" button to send the invitations.
This section will guide you through the process of adding bidders to your contact list and managing your contacts. By keeping your list of bidders and contacts organized, you can easily invite them to bid on your projects.
To add bidders and manage contacts, follow these steps:
1. Log in to your account on our bidding platform.
2. From the main dashboard, click on the "Contacts" tab to access your contact list.
3. Click on the "Add Bidder" button.
4. Fill in the required information for the bidder, including their name, company, and contact details.
5. Click on the "Save" button to add the bidder to your contact list.
6. To manage your contacts, you can sort, filter, or delete contacts as needed.
This section will guide you through the process of importing bidders from a project to your contact list. If you have already created a project with a list of bidders, you can easily import them to your contact list for future reference.
To import bidders from a project, follow these steps:
1. Log in to your account on our bidding platform.
2. From the main dashboard, click on the "Projects" tab to access your projects.
3. Select the project from which you want to import bidders.
4. Click on the "Import Bidders" button.
5. Review the list of bidders from the project and select the ones you want to import.
6. Click on the "Import" button to add the selected bidders to your contact list.
Congratulations! You have completed the User's Guide for our bidding platform. We hope this guide has provided you with the necessary information to navigate and utilize our platform effectively. If you have any further questions or need assistance, please feel free to reach out to our support team. Happy bidding!