Send Docs (File Attachments)

Send Doc Configuration

Once the Send Doc feature has been enabled by the RIMS Support team, several configuration settings will become available to Content Administrators.

If Send Doc has not been enabled, please contact RIMS Support at support@exactbid.com.  

• Notice Management
• Role Management

Notice Management

The Send Docs feature uses the Email Popup (Job) Notice, so it must be enabled for Send Docs to function properly.

Click on the Settings button at the top of the screen, then click View All Settings.

Then click on Notice Management.

In the Event menu, select Email Popup (Job), then click Search.

Ensure that the Notice is Active.

Role Management

Click on the Settings button at the top of the screen, then click View All Settings.

Then click on Role Management.

Set Send Docs permission (in File Related section) by user type or as a role for selective assignment.