Addendums

Addendums

An addendum is an addition to a published/shared document. You can use Document Builder to create addendums for projects. This article describes the permissions and workflows to create, export, and complete addendums. 

Organizations have the flexibility to facilitate addendums through 1 of 2 workflows, with only 1 workflow being active at any given time:
  1. Stage Workflow
  2. Status Workflow
For detailed instructions, refer to the step-by-step guides below.

Stage Workflow

  1. The Stage workflow facilitates addendums within a new Project stage.
  2. Using this workflow, published documents will change as the addendum is developed, and changes cannot be undone. Past versions of full documents can be found in the Exports tab; and by section in View Section History

Follow this guide if you see the option to “Create Addendum” on your solicitation details page.

If you don’t see this option, go to the next section on Status workflow.


Step by Step Guide

1. Open project and go to the Solicitation Details tab. Change status to Completed.
This will enable the Create Addendum link.


2. Click Create Addendum, then confirm.


3. Select the documents you want included in your Addendum.

4. After your Addendum finishes building, click Go. 
You just created a new stage in your project for an Addendum. 
From here, you can track changes to documents, summary of changes document, and export or publish your addendum when completed.


6. If collecting submissions through the platform, set the status of the Addendum to "Completed." This will:
  1. Publish your addendum form.
  2. Copy completed and in-progress applications to the new addendum form.
  3. Email applicants to notify them of the published addendum, including a link to their application.


If you don't want to notify applicants, simply leave the status as-is.


Video Guide 


Status workflow

  1. The Stage workflow creates a new project stage for your addendum.
  2. Using this workflow, documents from your solicitation stage will be preserved and not altered by changes made to documents in the Addendum stage.
Step by Step Guide

1. Open project and go to the Solicitation Details tab. Change status to Addendum.
This will automatically turn track changes On.


2. Click Accept some changes to clear out any structural changes that may have been tracked before the addendum
(i.e. changes to questions; adding/deleting sections.)

3. Make changes to your documents.

4. When you're done making changes, go to Solicitation Details and Create a Summary of Changes Document.
The Summary of Changes document will be inserted at the top of the documents panel.
Open and customize, or leave as-is.




5. When you've made all necessary edits, go to Solicitation Details and export solicitation.
Export and release your addendum.


Video Guide


Export with Tracked Changes

If you want your solicitation PDFs to include the change tracking, make sure that Track Changes for Everyone is still on. 

On the individual solicitation dashboard, change the status of the solicitation to “Addendum,” and turn on Track Changes for Everyone.


Go to your document and make changes.


All tracked changes will be visible in sections, documents, and any files you export to PDF or DOCX.