How to notify all subcontractors of an Addendum even if they haven't downloaded documents
Notifying all subcontractors of an Addendum even if they haven't downloaded documents
Once you have "Updated Packages" on the Document Matrix you will be prompted to 'Confirm Changes & Notify' subcontractors that the package they have downloaded has been updated. If you would instead like to notify all subcontractors of an addendum - including subcontractors who have not yet downloaded documents - you should deselect all packages when choosing who you notify at the final step of the Addendum Wizard. This is done by removing any ticks that appear next to package names.
To select which recipients receive a notification, you will need to issue a "Notification of Addendum" correspondence item. Correspondence is always sent in relation to a specific tender and is sent from the 'Invites & Responses' page.
Prior to issuing correspondence, you need to select the subcontractors you would like to issue correspondence to. To select a subcontractor place a tick in the checkbox beside their name as they appear on the 'Invites & Responses' page, or place a tick in the checkbox in the heading to select all subcontractors.
If you do not wish to notify certain subcontractors of the addendum, you will need to ensure they do not appear as ticked prior to issuing the "Notification of Addendum".
Once you have reviewed the full list of Responses and are happy with your selection, from the 'Quick Actions' drop-down menu select "New Correspondence".
On the 'New Correspondence' slider, select "Notification of Addendum" as the "Type" of correspondence and enter in a "Title/Subject" line and "Message" for your email.
Remember all correspondence issued to your subcontractors via EstimateOne is recorded against the subcontractors 'Audit Trail' and tracked in the 'Correspondence' tab for the relevant project.
You can see the "Notification of Addendum" you have just sent from the audit trail of each of your Subcontractors.
