Exporting vendor responses

There maybe be times when the vendor needs to work on a document offline, it could be the vendor is onsite and does not have a internet connection or they have a slow internet connection in the current location.

Providing that the project manager has made the documents exportable iSpec allows the vendor to export certain documents to excel format, complete all the items and then import back into iSpec.

 

You can export the vendor response from the project overview page or from within the document.

 

 

 

To export the document from the tender overview page, expand the documents section and click Export documents.

 

 

This will expand the documents section more and list all of the documents in the tender

The documents will be listed with an icon indicating the formats that can be downloaded.

 

To export a single document, simply click the relevant icon next to the document you wish to export. This action will automatically initiate the export process.

 

If you wish to export multiple documents, follow these steps:

Select the checkbox next to each document you want to export. Select between exporting into a single Word document or exporting individual Word documents into a single zip file on the label "Batch export selected documents.". Select your preferred option, and the system will create a zip file containing the selected Word documents or a single document containing all the selected documents.

 

For exporting all documents, you have two options:

Batch export all documents into a single document and Export individual Word documents into a single zip file.

Choose the appropriate option based on your needs.

 

 

A progress bar will show you when iSpec has exported the document and your browser will initiate the download.

 

 

If you want to download the document you are working on you can do so from within the document by clicking the Export to excel link this will export the current document to excel.

 

 

You can select other documents in your tender from the drop down list, when the document is opened click the Export to excel link again.

Once the document is exported open the document and complete all of the items.

The document cells are color coded so the vendor can easily recognize what needs to be completed, what is optional and what isn't editable

 

 

The following table lists the colour coding or an exported document

 

 

 

 

 

 

 

 

 

 

Once the document is completed import or email the document back into iSpec