Enable/Disable the Plan Holders Feature

This article will show you how to enable or disable the Plan Holders Feature in the Bids module.

Who can use this feature?

System Administrator | Owner

Instructions

1. Sign in to your site

2. Navigate to Modules and on the Content tab, select Bid Postings:

3. Ensure that you have turned on the Use Plan Holders Feature option for the desired bid category

4. Select the Plan Holders Form tab:

5. Select the desired setting for Use Plan Holders Feature:

   • Do not use: Will disable Plan Holders List functionality for the module; no form available

   • Require submission before viewing bid: Will require the audience to complete the Plan Holders List Form to view the Bid item

   • Require submission before viewing Related Documents: Will require the audience to complete the Plan Holders List Form to download any document on a Bid item marked as a Related Document

6. If desired, edit the Plan Holders Form

7. Click Save Changes: