Prefer to watch a video to guide you through the main steps?
⚠️ Didn't receive an invitation email? Follow these steps.
1️⃣ Login
1️⃣ Login
⚠️ Having trouble logging in? Check out this article for solutions.
You will receive an invite to the sourcing event via email including a URL to access the browser-based Archlet app.
Click on "Go to project"
Enter the email address used in your invitation and set a password.
Or click on "Forgot Password".
2️⃣ Accept gating (optional)
2️⃣ Accept gating (optional)
The first screen you will see after logging into Archlet, will be the Projects Dashboard. Select the correct project card and accept the gating step, if one has been set by the Sourcing Organization.
To accept the gating step, download the preliminary documents, review them, and agree to the terms before gaining access to further project details.
After accepting the gating step, you will also find more supporting information and files on this Event Overview page.
4️⃣ Questionnaire - Online or in Excel
4️⃣ Questionnaire - Online or in Excel
In the project overview, click on the Go to Questionnaire button:
You can enter your answers directly in the app online or complete the Excel template offline.
Online Option
Fill out the questionnaire online by entering your answers directly in the designated fields.
And then click on "Submit Response" at the bottom of the page.
Excel Option
⚠️ Attention: Uploading an Excel file later will delete all previously entered answers!
In the questionnaire, click "More" on the right, then select "Upload answers."
In the message that pops up, click on "Download template" next to Step 1.
Fill out the Excel template without changing the structure and follow the below steps if a document upload is required.
Return to the Questionnaire section and:
In the pop-up, below Step 2, drag and drop the completed Excel file into the blue area.
Check the box, acknowledging that all previous answers will be deleted.
Click "Upload Answers"
Submit requested documents
When documents are required in the questionnaire to be uploaded you'll see this note "Go to Archlet app to answer this question by uploading your file and optional comments
" in the "Your response" column.
To upload them:
1. Return to the Questionnaire page,
2. Go to the corresponding question with the document upload request and
3. Drag and drop the required documents into the blue field below the question.
4. Click on "Submit response" at the bottom of the page
❗If you do not click "Submit response", your answers will not be visible to the sourcing manager.
Edit your answers
Before the round deadline has passed, you can still edit your answers. To do so, click the button Withdraw answers to resubmit in the Questionnaire section.
5️⃣ Bid Sheet Submission - Online or in Excel
5️⃣ Bid Sheet Submission - Online or in Excel
In the project overview, click "Go to bid sheet" on the right side.
You can either submit your bids directly online or complete the Excel Bid Sheet template.
Online Option
Enter your bids directly in the designated fields as shown below.
Then click on "Save".
If there are no errors in your bids, green check marks will appear in the status column. You can then click "Submit bid sheet"
❗Be sure to fill in the fields marked with a red asterisk, as they are mandatory.
Otherwise, an error message will appear.
Excel Option
If you want to work offline on your bids and submit them as an Excel file, follow these steps:
First, click "Upload Excel with Bids"
In the pop up window, click "Download template" next to Step 1.
An Excel file will be downloaded and contains the bid sheet of the sourcing organization.
❗ Important: Downloading files from the internet has to be enabled in your browser. If no file downloads, - even after waiting several seconds - please check your browser settings, use a different browser, or reach out to your internal IT administrator.
(1) Make sure to familiarize yourself with the structure of the table if there's a separate worksheet or a legend on top.
(2) Enter information that is only required as one value in the cells (usually above the table)
(3) Fill in your quotes in the columns that are color-coded as supplier input.
❗ Important: Don't forget to save the bids, so you have a local copy of your bids!
Upload your bids
Return to the Bid Sheet window and open the pop up by clicking on "Upload Excel with bids".
Below Step 2, drag and drop the Excel bid sheet file into the blue area.
Check the box, acknowledging that all previous bids will be overwritten.
Click "Save"
The online bid sheet will be automatically filled out and checked for errors.
If there are no errors, you will be able to submit your bids by clicking "Submit bid sheet".
❗ Detected any errors? Find out how to resolve these in our Common Errors guide.
Finished?
Make sure all tasks are completed! There are no open tasks if only green checkmarks appear.
Change language
Would you rather use Archlet in German? Head over to the user settings and switch to "Deutsch" under languages. Click on Save and you can use Archlet in German.
Ask for help
Something is not working or you don't know what you need to do next? Don't worry, the Archlet Support team is here to help you!
Reach out to us through the chat bubble in the lower right corner or send an email to support@archlet.ch