View the Plan Holders List

This article will show you how to view the Plan Holders List.

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. Select the desired category:

4. Select Choose an Action and then Plan Holders List next to the desired item:

5. The plan holder submissions will be visible:

6. 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