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    Pre-Publish Confirmation Message

    No one wants to be micromanaged, but a quick reminder from time to time is always nice!

    Create a message to remind your teammates to cover all of their bases before publishing an RFX in Scout. The Pre-Publish Confirmation message can serve as a checklist for each Event, helping you and your teammates to avoid errors before invitations go out. 

    Here, we'll explain what the Pre-Publish Confirmation is and how you as a Company Admin can customize it!


    Pre-Publish Confirmation Message

    By default, Scout shows the following Pre-Publish Confirmation message to all users:

    reminder.png

    You may want to customize this message for your team to meet specific process/workflow requirements, such as:

    • Update the RFX description?
    • Enter a Baseline?
    • Attach RFX Documents?
    • Add all necessary Stakeholders?

     

    Customize the Message

    You can modify your organization's Pre-Publish Confirmation message in a few quick clicks!

    First, click Settings in the navigation bar and then look under "Sourcing & Auctions":

    Picture1.png

     Then, click "Require Publish Confirmation". Here, you can to use the text editor to personalize the message for your team:

    Screenshot_at_Jun_15_09-46-53.png

    Be sure to click the green "Save Customizations" button to save your changes.

    Now, your team will get this reminder every time before they publish an Event!

     


    Click here for more articles on Additional Options

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