Never lose a bid to an expired certificate again
Your CSD report, tax compliance, B-BBEE certificate, CIPC documents, COIDA letter, CIDB grading, bank letter, insurance and the rest live in one vault with their expiry dates. Each one is lit for the closing date in front of you and matched to every bid that needs it.
Who uses it
- Bid manager
- Administrator
- Director
What it does
- About twenty document types in named folders, uploaded files scanned for malware and fingerprinted.
- Lights: green (held and valid), amber (expires within your warning window), red (missing or expired), grey (not applicable, with a reason).
- An automatic review of each uploaded document: expired, lapsing before the closing date, the wrong company name or an unsigned declaration is flagged.
- Documents matched to a bid’s requirements in one action.
How it works
- Upload each document with its expiry date.
- Fix the red and amber ones.
- Match the vault to a bid’s requirements.
The controls that protect it
- A document starts as pending verification until a person checks it.
- The review never changes a document: a person decides.
What it does not do (yet)
- Expiries are shown on screen; e-mail reminders for expiring documents are not sent yet.
