Collaborate on leads using authentication method 1 in the TeamLink Portal - examples

Common lead features that require input from external team members

Common lead features that require subcontractor or supplier input

• Invitation to bid (ITB).
• Estimate request for pricing (RFP) packages.
• Journals, such as emails.

Common lead features that require client or architect input

• Journals, such as emails.

Collaborate on an invitation to bid (ITB) with a subcontractor

1. Add drawings and specifications to the lead.
2. Link drawings and specifications to the ITB.
3. Add the subcontractor to the ITB directory.
4. Send the ITB email to the subcontractor.
5. The subcontractor receives the email with the auto-generated hyperlink to the TeamLink portal.

   The hyperlink is encoded to provide access only to that particular ITB.

6. The subcontractor selects the hyperlink included in the email.
7. The subcontractor reviews the drawings and specifications, and responds whether they’re interested in bidding or not.
8. Sage Construction Management sends an email alert notifying the general contractor (GC) that the subcontractor responded in the portal.
9. In Sage Construction Management, the GC reviews the ITB response.

Collaborate on a request for information (RFI) with an architect

The following example demonstrates how a general contractor (GC) uses the RFI feature to submit a question to the project’s architect. It highlights how the TeamLink Portal’s built-in email capabilities can support effective collaboration throughout the process.

1. The GC creates an RFI in Sage Construction Management and uploads additional files, such as drawings and photographs, from their local drive or server that pertain to the project record.

   The uploaded files will be linked automatically to the project and RFI.

2. The architect is added to the respondents list on the RFI details page.
3. On the RFI details page, the GC selects Actions > Send RFI To Respondents.
4. The architect receives the email which includes an auto-generated hyperlink to the TeamLink Portal.

   The hyperlink is encoded to provide access only to that particular RFI.

5. The architect selects the hyperlink included in the email.
6. On the TeamLink Portal, the architect provides a response to the RFI and optionally uploads any additional files, such as marked up sketches, that pertain to their response.

   These additional files will be stored in Sage Construction Management and will also be linked to the project and RFI along with the files that the GC has uploaded. In addition, Sage Construction Management will send an email alert notifying the GC that the architect has responded in the portal.

7. In Sage Construction Management, the GC reviews the RFI response including any files that the architect uploaded.