About Automated Response Forms

You can use the automated response feature to email a PDF form to a vendor or contact on a potential project, and when they complete and return that form, the system will process the form and update the application.

For example, you can use this feature to email an Invitation to Bid form to the vendors on a bid list. When they complete the form and email it back, the Outlook Add-In will process the email and update the Bid Coverage tab on PC Potential Projects with the information on the completed form - if a vendor will bid on the potential project, if they are attending the walk-through, etc. If you do not use the Outlook Add-In, you can also drag and drop the reply emails onto a form in the application, which will update the system.

In order for vendors to compete automated response forms they must have the following:

  • A recent version of Adobe Reader or Adobe Acrobat installed on their workstation - for example Adobe Reader X, which can be downloaded for free at: http://www.adobe.com/products/reader.html.
  • JavaScript enabled on their Adobe Reader - in Adobe Reader X you can enable JavaScript by selecting Edit > Preferences > JavaScript, and then checking the Enable Acrobat JavaScript box. If JavaScript is not enabled on their reader, a message will display information on enabling JavaScript when they open the automated response form.