Enterprise Help Centre

How to release DMS document revisions

How to release a revised document to a live RFQ

To release a revised document to a live RFQ:

  1. Navigate to Projects & Quotes > Requests for Quotation from your Felix dashboard
  2. Locate the RFQ you wish to release a revised document to
  3. Hover over the more icon beside the relevant RFQ
  4. Select View Details from the drop-down menu
  5. Navigate to the Documents tab of the RFQ
  6. Locate the revised document you wish to release
  7. Tick the box beside the relevant document
  8. Click the Release Latest Selected Revisions button towards the top of the page
  9. (Optional) Enter a message in the field provided to be sent with your revised documents
  10. Click the Send button



Note:  When you release a revised document to a live RFQ it will be issued as an addendum message. This ensures your vendors will receive notification of the revision.

How to skip a revision

If you do not wish to release a specific revision of a document to your vendors, Felix gives you the ability to skip revisions.

To skip a document revision:

  1. Navigate to Projects & Quotes > Requests for Quotation from your Felix dashboard
  2. Locate the RFQ for which you want to skip a document revision
  3. Hover over the more icon beside the relevant RFQ
  4. Select View Details from the drop-down menu
  5. Navigate to the Documents tab of the RFQ
  6. Locate the revised document that you wish to skip
  7. Click the numbered circle in the Revisions column
  8. Locate the revision that you wish to skip
  9. Click the Skip button beside the relevant revision


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