Bidders in a Keelvar Sourcing Optimizer (SO) event can send a supporting document such as an NDA, appendix or questionnaire in two places: a file upload question on the RFI tab, or an attachment on a message in the Messages tab. Both depend on how the event organizer set up the event. When neither option appears, the event organizer is the one to ask. File uploads to an RFI question or a Message can be up to 500MB.
This article explains where a bidder uploads supporting documents and attachments, and what to do when no upload option is visible.
Where to upload a supporting document
- A file upload question on the RFI tab: when the event organizer added a question that accepts a file, drag and drop the file under that question or choose the file, then save the answer.
- An attachment on a message: when the event organizer allows bidders to add attachments, attach the file to a message in the Messages tab if there is no suitable RFI question to attach to.
Note: multiple files/attachments may be attached to the same answer for an RFI question or the same message in the Messages tab.
The event organizer decides which of these options are available, so the options can differ from one event to another.
Figure 1. File upload question on the RFI tab
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Figure 2. File upload via Messages tab
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No upload option visible
If there is no place to attach a supporting document, or a specific RFI question does not accept a file, the event organizer did not enable it for the event. Keelvar Support cannot add an upload option to an event.
- Ask the event organizer through the Messages tab how to submit the document, or ask for a file upload question or message attachments to be enabled
- If messaging is restricted, the Overview page of the event may show contact details for the event organizer
Upload areas that accept the Excel template only
Two upload areas are for Keelvar Excel files and reject any other document:
- The upload on the Bid Sheet tab accepts the bid sheet downloaded from the event
- Respond offline on the RFI tab accepts the RFI template downloaded from that tab, completed in Excel without changes to its structure
Supporting documents do not go through either of these. Use a file upload question or a message attachment.
File is rejected
- Check the file size. A file uploaded to an RFI question or a Message can be up to 500MB
- Use Google Chrome or Mozilla Firefox, and retry in a private or incognito window
- If the upload still fails, see Troubleshooting file upload and download problems
Where the documents from the event organizer appear
Files shared by the event organizer are in the Documents section of the event. If the event has event gating questions, the documents unlock after the gating questions on the RFI tab are answered and Confirm gating responses is selected.