This article explains how to create a new bid in the system using two methods: through the Bid module or through Explorer. It also covers how to generate a cover page for a bid, which produces a PDF summarizing the bid's contents and included files.

Via Bid

Follow these steps to create a new bid directly from the Bid module. The Bid module creates a unique folder that can be shared with bidders. As the administrator, you send a registration link to tenderers, who then register to access the files through a simplified interface showing only the folder's contents.

1. Click on Menu.
2. Click on Bid.
3. Click on Create new bid (alternatively, select List bids / Create new bid).

Förfrågan section showing options to list or create new inquiries.

1. Fill in the name of your bid.
2. Fill in a closing date if needed. Note that closure is not automatic on this date — it's shown as information only, and you'll receive a reminder email.
3. Choose whether notifications should be sent when new files are added.
4. Click Save.

"Skapa ny förfrågan" dialog showing required fields: name, end date, and notification setting.

1. A folder is automatically created under Bid / Project / (your bid). An admin group is also created and linked to the folder.

Project folder view showing an empty folder with upload prompt visible.

1. Create any subfolders you need:
   – Create folder
   – Copy folder
2. Add the files you want to include in the folder:
   – Upload files
   – Copy files
   – Create shortcuts to files
3. Invite tenderers — see Invite tenderers.

Via Explorer

1. Open Explorer — see Open Explorer.
2. Click on Bid / Project (or alternatively on Bid).
3. Click on the folder name.
4. Click on Create new bid.

If you need multiple links to different folders that all belong to the same project, you can group them in one main folder. To do this, click on Create folder instead of Create new bid. Then click on the new folder in the folder tree, and click on Create new bid.

Project folder dropdown menu showing all available folder management actions.

1. Fill in the form — see step 4 in the Via Bid section above.

Create cover page

1. Click on the row for a bid.
2. Click on Create cover page.

Förfrågan list page showing ongoing inquiries and the expanded row action toolbar.

1. Fill in the form.
2. Click Save.

Dialog for editing FFU cover sheet; note the text editor and Save button (step 4).

1. A PDF file is created and added to the folder. It includes the title, description, and a list of all included files. If you add new files to the bid later, you'll need to create a new cover page to update the file list.

Printed tender invitation showing attached files list; note the file count and status columns.