This article will show you how to view the Plan Holders List.
Who can use this feature?
System Administrator | Owner
Instructions
Navigate to Modules and on the Content tab, select Bid Postings:
Select the desired category:
Select Choose an Action and then Plan Holders List next to the desired item:
The plan holder submissions will be visible:
For more options, view the buttons above the Plan Holders List:
View Options: Adjust the date range of displayed submissions
Export: Export the Plan Holders List to a CSV-formatted file
Email All: Send an email to all of the emails on the Plan Holders List