How to add a Consultant or candidate file to an RFP proposal

In this article

• Usefulness of the candidate file 
• Adding a new Consultant or candidate file to a proposal 

Usefulness of the candidate file

A candidate file allows you to respond to an RFP without immediately creating an account for the Consultant or revealing their identity.

This option is useful when:

• The Consultant does not yet have an account on the platform.
• You want to delay account creation until the RFP is appointed.
• You want to keep the Consultant anonymous during the proposal phase.

How to add a Consultant or candidate file to an RFP proposal

Follow the steps below when responding to an RFP.

Step 1: Access the “Select a consultant or a candidate file” section

1. Open the RFP response page.
2. Scroll down to the Select a consultant or a candidate file section.
3. Click Add.

Step 2: Choose the type of profile to add

In the window that opens, use the tabs to choose one of the following options:

Option 1: Add an associate collaborator (Create the profile of a collaborator)

Use this option to create an account for a Consultant.

You must enter at least:

• First name
• Last name
• Email address
• Role on the platform (the Consultant role is selected by default)

Option 2: Add a candidate file (Create an application file)

Use this option to add a Consultant without creating an account.

• Upload the Consultant’s resume (CV) in PDF format.
• Enter a title for the document.

You can also edit candidate files that are already associated with RFPs by following the steps described in the related article.

Step 3: Create the profile(s)

Click Create profiles at the bottom of the window to finalize the addition.