Organisation

"Record Matching" Workflow for the Eftsure Integration

This article is for Felix Enterprise users and outlines how the “Record Matching” workflow helps prevent duplicate supplier records in Eftsure by checking for existing matches before creating new ones. It includes guidance on how matching works, how to review detected records, and how to approve, decline, or create new Eftsure records based on the results.

1 View•18 Mar 2026•Knowledge Article

About the Eftsure Verifications Integration

An introduction to the Felix-Eftsure Integration

1 View•22 Aug 2025•Knowledge Article

An overview of onboarding vendors in Felix

A guide for Enterprise Users on the onboarding and approval process for getting vendors into your network and list in Felix.

1 View•27 Aug 2025•Knowledge Article

Approval Instances Report

A guide for Enterprise Users to generate approval instances reports in Felix.

1 View•27 Aug 2025•Knowledge Article

Asite Integration Overview

An overview on Asite integration key features

1 View•26 Aug 2025•Knowledge Article

Autofill Password Issue

A login issue where the password is automatically filled in when logging in

1 View•18 Aug 2025•Known Issue

BETA feature: Including guest vendor users on RFQs

This article is for Organisation Administrators who are needing to enable the Guest Access feature and Staff Users wanting to add Guest Vendor Users to sent RFQs to speed up the quoting process.

1 View•19 Mar 2026•Knowledge Article

Best Practice - Inviting Vendors for the 1st time

1 View•17 Dec 2025•Knowledge Article

Change of Ownership vs. Deleting the Vendor Account to Issue a New Invitation

A guide for Enterprise Users on when to recommend change of ownership vs. deleting the vendor account to issue a new invite.

1 View•27 Aug 2025•Knowledge Article

Check Out the Enhancements Made to Engagements

Improvements on the Engagements feature

1 View•27 Aug 2025•Release Notes

Check for InEight Document Updates

A guide on how to check for InEight Document updates via automated or manual checks for Enterprise Users managing Documents via Integration on Request for Quotations.

1 View•8 Jul 2026•Knowledge Article

Column Types and their Settings

A list of the column types with their description and settings for Enterprise Users managing or creating Procurement Schedules.

1 View•19 Mar 2025•Knowledge Article

Combining Felix accounts

How Enterprise Users can combine multiple Vendor accounts in Felix

1 View•27 Aug 2025•Knowledge Article

Combining accounts online request form

FAQs on submitting the request form to combine multiple Vendor Accounts.

1 View•27 Aug 2025•FAQ

Compliance Document Notifications for Contracted Vendors

Enables automated reporting of expiring documents, specifically for Vendors with an Active Contract.

1 View•24 Aug 2025•Knowledge Article

Compliance Documents Report

Generating the compliance documents report

1 View•24 Aug 2025•Knowledge Article

Configuring SSO with Microsoft Azure

How to configure SSO with Microsoft Azure

1 View•24 Aug 2025•Knowledge Article

Connect InEight Document and Felix

How to connect an InEight Document project to Felix

1 View•28 Aug 2025•Knowledge Article

Contacting Felix Support

How to contact Felix Support

1 View•21 Nov 2025•Knowledge Article

Contract Compliance Document Notifications

How Users with Contract Management permissions can send and generate a report of expiring compliance documents.

1 View•26 Aug 2025•Knowledge Article

Contractor Quick Start Guide

A quick start guide for Enterprise Users in VRM, sourcing, and contract workflows.

1 View•4 Dec 2025•Knowledge Article

Create an Internally Managed Profile

A guide for Enterprise users on utilising the Internally Managed Profile functionality to create a new Organisation managed Vendor Profile.

1 View•25 Aug 2025•Knowledge Article

Create unique Vendor list Views

How to create custom views of your vendor list

1 View•26 Aug 2025•Knowledge Article

Creating Package Groups and Packages

How-to-Video for Enterprise Users to create package groups and packages.

1 View•20 Aug 2025•Video

Creating a Procurement Schedule

A video guide to creating a Procurement Schedule

1 View•18 Mar 2025•Video

Creating a Request for Quotation

A video guide designed for Enterprise Users on how to create a Request for Quotation in the Felix platform.

1 View•25 Aug 2025•Video

Deactivating Inactive Users

Auto-deactivate inactive users

1 View•20 Aug 2025•Knowledge Article

Direct Integration: Felix and Oracle Aconex

Oracle Aconex Integration overview

1 View•27 Aug 2025•Release Notes

Do More in One Place with Pricing Schedule

Improvements on pricing schedule

1 View•27 Aug 2025•Release Notes

Editing and issuing a revision to a Pricing Schedule

A guide to editing, updating and sending new revisions of a Pricing Schedule in Felix

1 View•22 Aug 2025•Knowledge Article

Enterprise Support Services

Included and excluded services on the Enterprise subscription

1 View•20 Aug 2025•Knowledge Article

Escalating a Support Request

When and how to escalate a request or ticket

1 View•18 Aug 2025•Knowledge Article

FAQs Inviting Vendors

FAQs on Inviting Vendors

1 View•25 Aug 2025•FAQ

Felix Pre-Go Live Email for Your Team - Operations

Pre-go live email template for operations team

1 View•21 Aug 2025•Knowledge Article

Felix Pre-Go live Email for Your Team - Senior Stakeholders

Pre-go live email template for senior stakeholders

1 View•21 Aug 2025•Knowledge Article

Felix Vendor Onboarding Overview

Am overview for Enterprise Users on how to onboard vendors in Felix.

1 View•20 Aug 2025•Knowledge Article

Felix's Public Feedback Portal

Felix's public feedback portal - See what's coming up on our Roadmap, and submit your own feedback and enhancement requests directly to our Product team for future updates.

1 View•8 Sep 2025•Knowledge Article

File Type Support

Here is a list of files that can be uploaded to Felix.

1 View•22 Aug 2025•Knowledge Article

Frozen Columns by Default

Frozen columns for Enterprise Users to track main information.

1 View•20 Aug 2025•Knowledge Article

Get Notified When a Vendor Submits a Quote

How Enterprise Users can enable notification for individual quote responses.

1 View•20 Aug 2025•Knowledge Article

Get Notified When a Vendor Updates their Compliance Documents

How Enterprise users can enable notifications when a vendor updates their compliance documents.

1 View•20 Aug 2025•Knowledge Article

Get Notified of Expiring Vendor Documents

How Enterprise Users can enable notifications of expiring vendor documents in Felix.

1 View•20 Aug 2025•Knowledge Article

Get Notified of New Vendor Submissions

How Enterprise Users can enable notification for new vendor submissions.

1 View•20 Aug 2025•Knowledge Article

Global Security Groups Permissions

Global security groups permissions available to organisations.

1 View•20 Aug 2025•Knowledge Article

How to Accept a Contract Deviation Request

How Enterprise Users can accept a contract deviation request in Felix.

1 View•20 Aug 2025•Knowledge Article

How to Access a Vendor Profile

A quick guide for Enterprise Users on accessing a Vendor's Profile within Felix.

1 View•22 May 2025•Knowledge Article

How to Add Key Dates

How Enterprise Users can add key dates into Felix.

1 View•20 Aug 2025•Knowledge Article

How to Add Services to an RFQ

How Enterprise Users can add services, setting pricing requirements and quote requirements, adding evaluation templates, and assigning documents to a service

1 View•27 Aug 2025•Knowledge Article

How to Add a New Organisation User

A guide for Enterprise Users with Administrator or equivalent permissions, on how to add a new user to their Organisation.

1 View•22 Aug 2025•Knowledge Article

How to Add a Team

A guide for Enterprise Users responsible for User Management within their organisation on how to add a team in Felix.

1 View•18 Aug 2025•Knowledge Article

How to Add a User to a Team

A guide for Enterprise Users on how to add a user to a team via the Teams Management or User Management in Felix.

1 View•20 Aug 2025•Knowledge Article

How to Add an External ID Type

How Enterprise Users can add an external ID type.

1 View•20 Aug 2025•Knowledge Article

How to Add an Organisation Logo

How Enterprise Users can Upload an organisation logo.

1 View•20 Aug 2025•Knowledge Article

How to Add an RFQ Watcher to an RFQ

How an Enterprise User can add an RFQ Watcher to an RFQ in Projects.

1 View•20 Aug 2025•Knowledge Article

How to Add the External ID Column

How Enterprise Users can add the external id column in your vendor view.

1 View•20 Aug 2025•Knowledge Article

How to Allow Vendors to Update Quotes

A guide to how to enable or disable the ability for Vendors to update their quotes, both at the creation stage and after sending an RFQ

1 View•22 Aug 2025•Knowledge Article

How to Allow Vendors to Update Standard Rates

A guide for Enterprise Users responsible for Vendor Administration and maintenance, who require Vendors to make updates to their Standard Rates.

1 View•25 Aug 2025•Knowledge Article

How to Apply a Sign-off Template to a Vendor

A guide to applying sign-off templates to a Vendor

1 View•21 Aug 2025•Knowledge Article

How to Approve or Decline a Vendor

How Enterprise Users can approve or decline a vendor's application in Felix.

1 View•20 Aug 2025•Knowledge Article

How to Assign a New RFQ Owner

How Enterprise Users can assign a new RFQ Owner during RFQ creation.

1 View•20 Aug 2025•Knowledge Article

How to Assign a New RFQ Owner on Open RFQ

How Enterprise Users can assign a new RFQ Owner on open RFQ

1 View•20 Aug 2025•Knowledge Article

How to Assign an Evaluation within an RFQ

How Enterprise Users can assign an evaluation in a single RFQ

1 View•20 Aug 2025•Knowledge Article

How to Award a Vendor

How Enterprise Users can award a vendor in Felix

1 View•27 Aug 2025•Knowledge Article

How to Bulk Import Vendors

A guide for Enterprise users on how to perform a bulk import of Vendors to their Vendor List.

1 View•25 Aug 2025•Knowledge Article

How to Cancel an Engagement

How Vendor Users can permanently cancel a vendor's engagement in Felix.

1 View•14 Aug 2025•Knowledge Article

How to Change Your Email Address

Changing your Felix email address

1 View•4 Aug 2026•Knowledge Article

How to Check When an RFQ was Declined

How enterprise Users can check for the date and time details as to when an RFQ was declined

1 View•20 Aug 2025•Knowledge Article

How to Check for Aconex Document Updates

Checking updates for Aconex document

1 View•19 Jun 2024•Knowledge Article

How to Check if a Vendor has Started an Onboarding Application

How an Enterprise User can check where a vendor is up to in their onboarding application via either the vendor list or vendor profile.

1 View•20 Aug 2025•Knowledge Article

How to Clear Your Browser Cache

Clearing the browser cache of the common browsers

1 View•19 Aug 2025•Knowledge Article

How to Comment and Manage Comments

How Enterprise Users can view, edit, delete or leave a comment within a package.

1 View•20 Aug 2025•Knowledge Article

How to Complete an Approval Request

A guide for Enterprise Users on how to approve or decline an approval workflow request and overriding an approval in Felix.

1 View•27 Aug 2025•Knowledge Article

How to Configure Automatic Vendor Suspension

A guide for Enterprise Users on enabling automatic suspension, automatic unsuspend, and vendor suspension notifications.

1 View•25 Aug 2025•Knowledge Article

How to Configure Columns in the Summary Dashboard

How Enterprise Users can configure columns in the Summary dashboard.

1 View•20 Aug 2025•Knowledge Article

How to Configure Compliance Document Rules

How Enterprise Users can add a panel, category or questionnaire response rule for compliance documents

1 View•20 Aug 2025•Knowledge Article

How to Configure Document Groups

How Enterprise Users can add, delete or change the availability of a document group and allow users to create one during RFQ creation

1 View•19 Aug 2025•Knowledge Article

How to Configure Requested Document Types

How Enterprise Users can add, delete or changing the availability of a requested document type and allow users to create one during RFQ creation

1 View•20 Aug 2025•Knowledge Article

How to Configure Security Groups

A guide for Enterprise and Vendor Users on creating, editing or deleting a security group

1 View•21 Aug 2025•Knowledge Article

How to Configure Vendor Matching Limits

How an Enterprise User can set a vendor matching limit in RFQ settings.

1 View•20 Aug 2025•Knowledge Article

How to Configure Vendor Tags

A guide for Enterprise Users on creating, editing, and deleting vendor tags.

1 View•25 Aug 2025•Knowledge Article

How to Connect Felix and Aconex

How Enterprise Users can connect Felix and Aconex

1 View•20 Aug 2025•Knowledge Article

How to Correspond with Vendors

Sending a notice to all tenderers, an addendum or viewing and replying to an RFI

1 View•22 Aug 2025•Knowledge Article

How to Create Folders Within a Project

A guide for Enterprise Users on how to create a folder within a project

1 View•20 Aug 2025•Knowledge Article

How to Create Reminders

How Enterprise Users can create reminders within Felix

1 View•20 Aug 2025•Knowledge Article

How to Create a Custom Pricing Schedule

A guide for Enterprise Users on how to create a custom pricing schedule during the RFQ creation in Felix.

1 View•19 Aug 2025•Knowledge Article

How to Create a Project Group

How Enterprise Users can create and import project groups to organise RFQs within Felix

1 View•26 Aug 2025•Knowledge Article

How to Create a Special Condition

How Enterprise Users can create a special condition.

1 View•20 Aug 2025•Knowledge Article

How to Create an Evaluation Assignment

How Enterprise Users can create and assign evaluation assignments on vendors, vendor RFQ responses or vendor engagements in Felix.

1 View•15 Aug 2025•Knowledge Article

How to Create an Evaluation Template

How Enterprise Users can create evaluation templates for vendors, vendor RFQ responses or vendor engagements in Felix.

1 View•15 Aug 2025•Knowledge Article

How to Create an RFQ

A guide for Enterprise Users on how to create an RFQ

1 View•20 Aug 2025•Knowledge Article

How to Create an RFQ from a Package

A guide for Enterprise Users on how to create an RFQ from a package.

1 View•20 Aug 2025•Knowledge Article

How to Create an RFx Event from a Project or Procurement Schedule

Explains how Organisation users can now launch the Create Request modal to start a Quick Form (RFx) or Detailed Form (Legacy RFQ) directly from a Project page, the Project Folders view, or a Procurement Schedule package — in addition to the existing RFQ Listing entry point. Covers how the Project and Folder fields pre-fill depending on where the modal is opened, how to optionally import Project documents into the new event's Attachments section, the resulting document group display order, and which fields (Start Date, End Date, Description, Location, Category) carry over from the Project or Package into the newly created RFx or Legacy RFQ.

1 View•30 Jul 2026•Knowledge Article

How to Create and Delete Procurement Schedules

A guide for Enterprise users to assist in the creation and deletion of Procurement Schedules within the Sourcing module.

1 View•24 Aug 2025•Knowledge Article

How to Create and Manage Column Groups

A guide for Enterprise Users on how to create, edit, reorganise, delete, hide or unhide a column group in Felix Project.

1 View•19 Aug 2025•Knowledge Article

How to Create and Manage Columns

A guide for Enterprise Users on how to manage, create, edit, reorganise, delete, hide or unhide a columns in Felix Project.

1 View•14 Aug 2025•Knowledge Article

How to Create and Manage Package Groups

A guide for creating, editing, reorganising or deleting Package Groups

1 View•24 Aug 2025•Knowledge Article

How to Create and Manage Packages

A guide or Enterprise Users on Creating, viewing, editing, reorganising, deleting or duplicating a package in Felix Project.

1 View•14 Aug 2025•Knowledge Article

How to Create and Manage a Custom Vendor List View

A guide for Enterprise Users on how to create and manage custom views in their Vendor List.

1 View•27 Aug 2025•Knowledge Article

How to Create and Modify Approval Workflows

A guide for Enterprise Users with the Manage Approval Workflows permission (or Administrator Security Group) on how to create Approval Groups, Approval Routes along with adding/replacing/removing Approvers in their Approval workflow.

1 View•2 Jun 2025•Knowledge Article

How to Create and Modify Projects

How Enterprise Users can create and modify projects

1 View•20 Aug 2025•Knowledge Article

How to Customise Your Organisation's Dashboard

How Enterprise Users can customise the organisation dashboard.

1 View•20 Aug 2025•Knowledge Article

How to Deactivate Payment Details

A guide for Enterprise Users who manage Vendors for their Organisation, and need to deactivate a set of Active Payment Details.

1 View•25 Aug 2025•Knowledge Article

How to Deactivate a User

A guide for Enterprise Users responsible for User Management within their organisation who need to deactivate a user in Felix.

1 View•18 Aug 2025•Knowledge Article

How to Deactivate or Re-activate a Sign-off Template

A guide for Enterprise Users who need to deactivate or reactivate a Sign-off Template.

1 View•21 May 2025•Knowledge Article

How to Delete a Team

A guide for Enterprise Users responsible for User Management within their organisation who need to delete a team in Felix.

1 View•20 Aug 2025•Knowledge Article

How to Delete a User

A guide for Enterprise Users responsible for User Management within their organisation who need to delete a user in Felix.

1 View•18 Aug 2025•Knowledge Article

How to Delete a Vendor User

A guide for administrators on how to delete a vendor user in User Management in Felix.

1 View•20 Aug 2025•Knowledge Article

How to Edit Contract Permissions

A guide for Enterprise Users on how to edit contract permissions

1 View•20 Aug 2025•Knowledge Article

How to Edit a Team

How Enterprise Users can edit a team in Teams Management.

1 View•20 Aug 2025•Knowledge Article

How to Edit a User

A guide for Enterprise Users responsible for User Management within their organisation who need to edit a user in Felix.

1 View•18 Aug 2025•Knowledge Article

How to Edit a Vendor User

A guide for administrators on how to edit a vendor user in User Management in Felix.

1 View•14 Aug 2025•Knowledge Article

How to Engage a Vendor Using the Browse Panel

A guide for Enterprise Users on engaging a vendor using the Browse Panel feature.

1 View•26 Aug 2025•Knowledge Article

How to Engage a Vendor within an RFQ

A guide for Enterprise Users on how to create or send an engagement to a vendor from a response within the RFQ.

1 View•21 Aug 2025•Knowledge Article

How to Export Vendor Data

How Enterprise Users can export a vendor data report

1 View•20 Aug 2025•Knowledge Article

How to Export Your Users List

A guide for Enterprise Administrator Users on how to export their User list.

1 View•25 Sep 2025•Knowledge Article

How to Export a Procurement Schedule

A guide or Enterprise Users on how to export a procurement schedule.

1 View•20 Aug 2025•Knowledge Article

How to Filter Columns

How Enterprise Users can add, delete or reset a column filter.

1 View•20 Aug 2025•Knowledge Article

How to Generate API Tokens

A guide for Enterprise Users on how to generate an API token

1 View•20 Aug 2025•Knowledge Article

How to Import Aconex Documents

A guide or Enterprise Users on how to import Aconex documents during RFQ creation and on an open RFQ.

1 View•27 Aug 2025•Knowledge Article

How to Import a Procurement Schedule

A guide for Enterprise Users on how to import a CSV file in the procurement schedule.

1 View•20 Aug 2025•Knowledge Article

How to Invite Additional Vendors to an RFQ

A guide for Enterprise Users on how to invite additional vendors to an RFQ.

1 View•20 Aug 2025•Knowledge Article

How to Invite New Vendors or Suppliers

A guide for Enterprise Users on how to invite new vendors or suppliers to Felix Marketplace

1 View•27 Aug 2025•Knowledge Article

How to Invite a Marketplace Vendor

A guide for Enterprise users on how to invite a vendor to your organisation from the Marketplace.

1 View•25 Aug 2025•Knowledge Article

How to Link an RFQ to a Package

A guide for Enterprise Users who are creating and managing Procurement Schedules, and need to link a Request for Quotation (RFQ) to a Package.

1 View•25 Aug 2025•Knowledge Article

How to Log in to Felix

Logging in to Felix with your Felix account or SSO

1 View•19 Aug 2025•Knowledge Article

How to Manage Quoting Periods

How Enterprise Users can close or re-open an RFQ and extend the quoting period for an RFQ or for a single service

1 View•27 Aug 2025•Knowledge Article

How to Manage Your Project Groups

How Enterprise Users can manage, edit, archive, restore and export a project group

1 View•26 Aug 2025•Knowledge Article

How to Manage a Vendor's Panel Memberships

A guide for Enterprise users who are viewing, approving or declining a Vendor's panel membership or adding/removing a Vendor from a panel.

1 View•27 Aug 2025•Knowledge Article

How to Manually Add an External ID Type

How Enterprise Users can manually add an external ID type.

1 View•20 Aug 2025•Knowledge Article

How to Perform an Evaluation

How Enterprise Users can complete an assigned evaluation and evaluate a vendor or an RFQ response directly in Felix.

1 View•15 Aug 2025•Knowledge Article

How to Prefill Permissions from a Linked Project

How Enterprise Users can prefill permissions from a linked project on a new or existing contract

1 View•20 Aug 2025•Knowledge Article

How to Prepare an Approval

A guide for Enterprise Users using the Sourcing module, who are required to prepare Approval Workflows for Requests for Quotation (RFQ) or Recommendations for Award (RFA).

1 View•25 Aug 2025•Knowledge Article

How to Reactivate User

A guide for Enterprise Users responsible for User Management within their organisation who need to reactivate a user in Felix.

1 View•18 Aug 2025•Knowledge Article

How to Reinstate a Suspended Vendor

A guide for Enterprise Users who are responsible for managing Vendors including reinstating suspended Vendors.

1 View•26 Aug 2025•Knowledge Article

How to Release Aconex Document Revisions

How Enterprise Users can release a revised Aconex document or skip a revision

1 View•20 Aug 2025•Knowledge Article

How to Remind Vendors to Quote

How Enterprise Users can track vendor's quoting progress and send vendors a reminder to quote.

1 View•20 Aug 2025•Knowledge Article

How to Remove a Sign-off Template

A guide for Enterprise users on viewing, archiving, or restoring a Sign-off Template.

1 View•19 Aug 2025•Knowledge Article

How to Remove a User from a Team

A guide for Enterprise Users on how to remove a user from a team via the Teams Management or User Management in Felix.

1 View•20 Aug 2025•Knowledge Article

How to Remove a Vendor

A guide for Enterprise Users responsible for managing Vendors including deleting or removing Vendors who are no longer required in the Organisation's Vendor List.

1 View•25 Aug 2025•Knowledge Article

How to Reset Your Felix Password

Resetting your Felix password when logged in and when you have forgotten it

1 View•3 Aug 2026•Knowledge Article

How to Restrict Access to Column Groups

How Enterprise Users can restrict access to column groups

1 View•20 Aug 2025•Knowledge Article

How to Restrict Package Groups Visibility

How Enterprise Users can add or remove a user or team permission from a package group in Felix.

1 View•15 Aug 2025•Knowledge Article

How to Review Questionnaire Responses

How Enterprise Users can review vendor questionnaire responses

1 View•20 Aug 2025•Knowledge Article

How to Review RFQ Responses

How Enterprise Users can view an individual quote, comparison of quotes or pricing schedule comparison in Felix.

1 View•27 Aug 2025•Knowledge Article

How to Review Vendor Applications

How Enterprise Users can review vendor applications, including details, questionnaires, compliance documents, standard rates, job history and payment details.

1 View•27 Aug 2025•Knowledge Article

How to Review and Distribute an RFQ

A guide for Enterprise Users on how to review and distribute an RFQ

1 View•20 Aug 2025•Knowledge Article

How to Review, Analyse, and Normalise the Pricing Schedule

An in-depth guide for Enterprise Users on how to review, analyse and normalise the pricing schedule in RFQ's in Felix.

1 View•20 Aug 2025•Knowledge Article

How to Rotate and Delete API Tokens

How Enterprise Users can rotate and remove API tokens

1 View•20 Aug 2025•Knowledge Article

How to Search the Vendor List

A guide for Enterprise Users to assist with Searching for Vendors on their Vendor List page.

1 View•27 Aug 2025•Knowledge Article

How to Set Panel Registration Dates

How Enterprise Users can set panel registration dates

1 View•20 Aug 2025•Knowledge Article

How to Setup a Secondary Email Address for Notifications

A guide for Enterprise Users on how to set up a secondary email address for notifications

1 View•20 Aug 2025•Knowledge Article

How to Sort Columns

A guide for Enterprise Users on how to sort columns, including adding, deleting or resetting a sort.

1 View•20 Aug 2025•Knowledge Article

How to Suspend a Contract Deviation Request

How Enterprise Users can suspend a contract deviation request.

1 View•20 Aug 2025•Knowledge Article

How to Suspend a Vendor

A guide for Enterprise Users responsible for Managing Vendors and Vendor suspensions in Felix.

1 View•9 Oct 2025•Knowledge Article

How to Take a Screenshot

How to take a screenshot for any issues or errors with Felix

1 View•20 Aug 2025•Knowledge Article

How to Track Vendor Interactions

A guide for Enterprise Users needing to view vendor interactions and the types of interactions between Organisations and their Vendors.

1 View•23 May 2025•Knowledge Article

How to Track and Expedite Approval Progress

How Enterprise Users can view approval progress, send reminders to approvers and raise awareness of options in Felix.

1 View•20 Aug 2025•Knowledge Article

How to Unlock a Vendor

A guide for Enterprise Users on how to unlock a vendor's application

1 View•20 Aug 2025•Knowledge Article

How to Update Organisation Contact Details

How Enterprise Users can update organisation contact details in Settings.

1 View•20 Aug 2025•Knowledge Article

How to Update Terms and Conditions

How Enterprise Users can update terms and conditions documents in Settings.

1 View•20 Aug 2025•Knowledge Article

How to Update a Special Condition

How Enterprise Users can update a special condition

1 View•20 Aug 2025•Knowledge Article

How to Update a User's Email

A guide for Administration Users on how to update a user's email

1 View•20 Aug 2025•Knowledge Article

How to Upload Documents to an RFQ

How Enterprise Users can access or upload documents to an RFQ.

1 View•20 Aug 2025•Knowledge Article

How to Use Custom Views

A guide for Enterprise Users on how to use Felix's filters and columns to create a custom view of your vendor list.

1 View•25 Aug 2025•Knowledge Article

How to Use Vendor Tags

A guide for Enterprise Users on assigning, adding comments, or removing vendor tags.

1 View•21 May 2025•Knowledge Article

How to Use the Browse Panel

A guide for Enterprise Users who are using the Browse Panel feature to search for and engage with Vendors.

1 View•26 Aug 2025•Knowledge Article

How to Validate Payment Details

A short guide to manually validating Payment Details in Felix.

1 View•22 Aug 2025•Knowledge Article

How to View Announcements

How Enterprise Users can view announcements sent to vendors in Felix.

1 View•25 Aug 2025•Knowledge Article

How to View Assigned and Completed Evaluations

How Enterprise Users can view assigned and completed evaluations and view single, comparisons or all.

1 View•20 Aug 2025•Knowledge Article

How to View Messages

A guide for Enterprise Users on how to view messages with vendors

1 View•21 Aug 2025•Knowledge Article

How to View a Vendor's Service List

A guide for Enterprise Users needing to access or export a Vendor's service list

1 View•23 May 2025•Knowledge Article

How to add documents and notes to an RFQ

Adding, updating or viewing the revision history of a document and adding notes

1 View•22 Aug 2025•Knowledge Article

How to bulk import vendors to invite to Felix

A guide for Enterprise Users to bulk import vendors to invite to Felix.

1 View•27 Aug 2025•Knowledge Article

How to check for Asite document updates

Automated or manual checks for Asite updates

1 View•26 Aug 2025•Knowledge Article

How to complete a compliance sign-off

How administrator Enterprise Users provide approval, complete and add comments to compliance sign-off assignments in Felix.

1 View•7 Jan 2026•Knowledge Article

How to configure a panel

A guide for Enterprise Users on how to configure and manage a panel within Felix.

1 View•27 Aug 2025•Knowledge Article

How to configure sign-off templates

A guide for Enterprise Users to create and manage required staff sign-off on individual sections of the questionnaire in Felix.

1 View•19 Aug 2025•Knowledge Article

How to connect Asite and Felix

How to allow users to import files from Asite into RFQs in Felix.

1 View•26 Aug 2025•Knowledge Article

How to connect Eftsure and Felix

A guide for Enterprise users, on how to set up the Felix-Eftsure Integration.

1 View•22 Aug 2025•Knowledge Article

How to correspond with vendors on an RFQ

A guide for Enterprise Users on how to send notice to all tenders, send an addendum, confirm vendors have acknowledged addendums, send direct messages and receive correspondents on an RFQ.

1 View•27 Aug 2025•Knowledge Article

How to create a Contract record

A guide for Enterprise Users to a create a contract record in Felix.

1 View•28 Aug 2025•Knowledge Article

How to deactivate a sign-off template

How Enterprise Users can deactivate sign-off templates in Felix Tools.

1 View•20 Aug 2025•Knowledge Article

How to find comments on archived or replaced compliance documents

A guide for Enterprise Users on how to archive comments and replace compliance documents.

1 View•24 Aug 2025•Knowledge Article

How to import documents from Asite

Importing, filtering and selecting documents from Asite

1 View•7 Nov 2025•Knowledge Article

How to insert or modify approvers in an approval route

How Enterprise Users can insert or modify approvers in an approval route in Felix.

1 View•15 Aug 2025•Knowledge Article

How to recommend a vendor for award (RFA)

A guide for Enterprise Users on how to raise an award from an RFQ in Felix.

1 View•17 Aug 2025•Knowledge Article

How to reinstate a suspended user

How Enterprise Users can reinstate a suspended user in User Management

1 View•26 Aug 2025•Knowledge Article

How to release Asite document revisions

How to release single, multiple or all Asite document revisions

1 View•26 Aug 2025•Knowledge Article

How to send vendor messages

A guide for Enterprise Users on how to send bulk messages to Vendors through Felix.

1 View•25 Aug 2025•Knowledge Article

How to suspend a user

How Enterprise Users can suspend a user in User Management

1 View•26 Aug 2025•Knowledge Article

How to validate compliance documents

A guide for Enterprise Users needing to validate Compliance Documents after a Vendor adds or updates their profile.

1 View•24 Aug 2025•Knowledge Article

Import from InEight Document

A guide for Enterprise users with the Ineight DMS Intergration package, on how to import project files from InEight Document when creating, or updating an RFQ.

1 View•22 Aug 2025•Knowledge Article

Importing or updating a Procurement Schedule via spreadsheet

A guide for Enterprise Users on to import or update a procurement schedule via a spreadsheet

1 View•25 Aug 2025•Knowledge Article

Improved Onboarding Statuses (Beta)

A guide for Enterprise Users on how to use the vendor resubmission workflow. Instead of just approving or declining, teams can request updates from Vendors. Vendors receive step-by-step instructions and reminders to help them resubmit, while procurement teams get visibility into application status.

1 View•12 Dec 2025•Knowledge Article

InEight Document and Felix Integration

What is the InEight Document and Felix Integration, the key features, and how it works

1 View•22 Aug 2025•Knowledge Article

Information Security at Felix

An overview on Felix Information Security.

1 View•20 Aug 2025•Knowledge Article

Internet browser support

A guide to the best browsers to use with Felix!

1 View•24 Aug 2025•Knowledge Article

Introducing Sign-off Templates

How Enterprise Users can manage sign-off templates and how they can be assigned to vendors.

1 View•27 Aug 2025•Knowledge Article

Introducing Single Sign-On

An overview for Enterprise Users on Single Sign-On

1 View•21 Aug 2025•Knowledge Article

Introducing the AI-Powered Compliance Documents Recognition

An introduction to Felix's AI-Powered Compliance Document recognition tool

1 View•14 Jun 2024•Knowledge Article

Introduction to Auth0

Auth0 is a new and secure authentication platform partnered with Felix.

1 View•15 Aug 2025•Knowledge Article

Inviting Vendors FAQs

A frequently asked questions guide for Enterprise Users who are Inviting vendors to their Organisation.

1 View•22 May 2025•FAQ

Inviting vendors

How-to-video for Enterprise Users on inviting vendors in Felix.

1 View•15 Aug 2025•Video

Keeping Your Felix Account Secure

An overview on the best practices to keep your Felix account secure.

1 View•20 Aug 2025•Knowledge Article

Legacy RFQ vs RFx Comparison

1 View•14 Jul 2026•Knowledge Article

Logging In and Getting Help

A short video guide on how to log in to Felix and how to contact our Support team.

1 View•21 May 2025•Video

Managing Post Tender Requests

A guide for Enterprise Users on how to manage post tender requests, such as track vendor statuses, respond to requests, view responses, issue new requests and engage with vendors.

1 View•27 Aug 2025•Knowledge Article

Managing an Internally Managed Profile

A guide for Enterprise Users on how to manage an existing Internally Managed Vendor Profile (Organisation Managed Vendor Profile).

1 View•25 Aug 2025•Knowledge Article

Managing the Contract List View

How to add the Project column to the contract list view and how to search or filter on contracts related to a project

1 View•21 Aug 2025•Knowledge Article

Managing, disabling and removing an Eftsure connection

A guide for Enterprise Users on managing Eftsure connections.

1 View•22 Aug 2025•Knowledge Article

Maximising Vendor Adoption

Tips for Enterprise Users on how to maximise vendor adoption

1 View•21 Aug 2025•Knowledge Article

Meet Mason – Your AI Voice Assistant for Felix

A short description of Mason, Felix Support's AI Voice Assistant.

1 View•21 Nov 2025•Knowledge Article

Messages

A brief overview of the Message feature in Felix, for Enterprise Users wanting to broadcast communications to their Vendors.

1 View•21 May 2025•Knowledge Article

Navigating Felix

How-to-Video for Enterprise Users on Felix navigation

1 View•21 Aug 2025•Video

Oracle Aconex Integration FAQs

An FAQ article for Enterprise users who are using the Oracle Aconex Integration.

1 View•21 May 2025•FAQ

Payment Details Report

A guide for Enterprise Users on how to generate a payment details report

1 View•21 Aug 2025•Knowledge Article

Populating a procurement schedule

How-to-video for Enterprise Users on managing procurement schedules packages in Felix.

1 View•15 Aug 2025•Video

Primer Email for Your Vendors

Primer email templates for Enterprise users to use for vendors

1 View•21 Aug 2025•Knowledge Article

Procurement Schedule Overview

An overview for Enterprise Users on procurement schedules and their key features and packages.

1 View•18 Aug 2025•Knowledge Article

Procurement Schedule Templates

An overview for Enterprise Users on procurement schedule templates in Felix.

1 View•24 Aug 2025•Knowledge Article

Procurement Schedule Views

An overview for Enterprise Users on Procurement schedule views in Felix.

1 View•15 Aug 2025•Knowledge Article

Project Settings and Permissions

A guide for Enterprise Users on understanding project settings and permissions

1 View•20 Aug 2025•Knowledge Article

Questionnaire Sign-off Report

A guide for Enterprise Users on how to generate the questionnaire sign-off report

1 View•21 Aug 2025•Knowledge Article

RFx Events (Alpha Release): How to Create an RFQ

Creating an RFQ featuring the RFx workflow Alpha release

1 View•22 Aug 2025•Knowledge Article

RFx Template Configurations

How to set up templates and the configuration options available in RFx templates

1 View•21 Aug 2025•Knowledge Article

Re-Qualification Report

A guide for Enterprise Users on how to generate the re-qualification report

1 View•21 Aug 2025•Knowledge Article

Registering for Felix

How to Enterprise and Vendor Users can register for Felix.

1 View•20 Aug 2025•Knowledge Article

Release InEight Document Revisions

How to release and skip InEight Document revisions

1 View•22 Aug 2025•Knowledge Article

Release Notes - April 2025

See what's new in Felix for April 2025 - including new email notifications for vendor evaluation tasks (Vendor Management).

1 View•8 Sep 2025•Known Issue

Release Notes - August 2024

See what's new in Felix for August 2024 - including multi-staged approval workflows for RFQs and RFAs (Sourcing)

1 View•1 Sep 2025•Known Issue

Release Notes - December 2024

See what's new in Felix for December 2024 - including a notification of when vendor payment details have been approved or declined (Vendor Management).

1 View•8 Sep 2025•Known Issue

Release Notes - February 2025

See what's new in Felix for February 2025 - including how you can capture vendors in Felix without onboarding through internally managed profiles, and updated status's from 'declined' to 'pending approval' (Vendor Management).

1 View•8 Sep 2025•Release Notes

Release Notes - January 2025

See what's new in Felix for January 2025 - including more details provided to Vendor Users when invited to Felix (Vendor Management).

1 View•8 Sep 2025•Release Notes

Release Notes - July 2025

See what's new in Felix for July 2025 - including more information to help you find the right vendor in the marketplace (Vendor Management).

1 View•8 Sep 2025•Release Notes

Release Notes - March 2025

See what's new in Felix for March 2025 - including a new permission control for CSV export of a Vendor List (Vendor Management) and pre-populated responses in Pricing Schedule (for Vendors).

1 View•8 Sep 2025•Release Notes

Release Notes - May 2025

See what's new in Felix for May 2025 - including new API endpoints for contracts and contract key dates (for API customers).

1 View•8 Sep 2025•Release Notes

Release Notes - November 2024

See what's new in Felix for November 2024 - including how you can request revised offers from quoted vendors on RFQs (Sourcing).

1 View•8 Sep 2025•Known Issue

Release Notes - September 2025

See what's new in Felix for September 2025 - including standardised notifications for compliance documents (Vendor Management), a character counter, status colours for quote responses and adjustable row height (Procurement Schedule) and an expanded view when completing Ad Hoc Questionnaires (Vendors).

1 View•13 Oct 2025•Release Notes

Responding on Behalf of a Vendor

This feature allows an organisation to quote or decline an RFQ on behalf of the vendor.

1 View•21 Aug 2025•Knowledge Article

Reviewing & Approving Vendor Submissions

A short video on how to review and approve vendor onboarding applications

1 View•2 Jul 2024•Video

Sealed Bidding

An overview for enterprise Users on sealed bidding

1 View•21 Aug 2025•Knowledge Article

Sending a Post Tender Request

A guide for Enterprise Users on how to send a post tender request with selected quoted vendors in Felix.

1 View•17 Aug 2025•Knowledge Article

Service users for Integrations

An overview for Enterprise Users on Service users for Integrations

1 View•26 Aug 2025•Knowledge Article

Setting Goals

Examples for Enterprise Users on the importance of setting goals and some common customer goals

1 View•21 Aug 2025•Knowledge Article

Simplifying the RFQ Response Process

Improvements on the RFQ response process

1 View•22 Aug 2025•Release Notes

Sourcing Overview

A short video providing an overview of the Sourcing module within Felix for Organisations

1 View•2 Jul 2024•Video

Splitting Package Budget within an RFQ for Multiple Awards

How Enterprise Users can split package budget within an RFQ for multiple awards

1 View•22 Aug 2025•Knowledge Article

Steps for a Successful Felix Implementation

Steps for Enterprise Users for a successful Felix implementation

1 View•21 Aug 2025•Knowledge Article

Tender Closing Time

Tender closing time

1 View•21 Aug 2025•Knowledge Article

Troubleshooting Email Notifications

How to resolve email notifications issue and how to whitelist Felix emails

1 View•22 Aug 2025•Knowledge Article

Troubleshooting Login Problems

An FAQ to assist users with common log-in problems they may encounter on the Felix platform.

1 View•20 May 2025•Knowledge Article

Troubleshooting a Slow or Unresponsive Page

How to resolve a slow or unresponsive page

1 View•21 Aug 2025•Knowledge Article

Troubleshooting “Your connection is not private” (NET::ERR_CERT_COMMON_NAME_INVALID)

This article helps users resolve the “Your connection is not private” error when accessing Felix services.

1 View•15 Dec 2025•Knowledge Article

Understanding Automatic Vendor Suspension

An article for Enterprise Users, explaining the Automatic Vendor Suspension feature in Felix.

1 View•25 Aug 2025•Knowledge Article

Understanding Availability Types

An overview for Enterprise Users on availability types of document groups and requested documents and their description

1 View•21 Aug 2025•Knowledge Article

Understanding Compliance Document Rules

An overview for Enterprise Users on Compliance Document Rules

1 View•21 Aug 2025•Knowledge Article

Understanding Compliance Documents

Compliance documents overview and statuses

1 View•2 Jul 2024•Knowledge Article

Understanding Compliance Sign-offs

Overview of sign-off templates, sign-off assignments, sign-off statuses, and sign-off notifications

1 View•24 Aug 2025•Knowledge Article

Understanding Evaluation Scoring

A breakdown of how evaluation scoring is calculated, and how evaluation templates should be designed to create accurate outcomes

1 View•24 Aug 2025•Knowledge Article

Understanding Evaluations

An overview for Enterprise Users on understanding the vendor evaluation templates and assignments in Felix.

1 View•17 Aug 2025•Knowledge Article

Understanding Panels

An overview for Enterprise users on understanding the Panel functionality within Felix.

1 View•21 May 2025•Knowledge Article

Understanding Post Tender Requests

A guide for Enterprise Users on how to understand post tender requests, their limitations, rules, and response options.

1 View•18 Aug 2025•Knowledge Article

Understanding Project Groups

A guide for Enterprise Users on how to access and understand project groups

1 View•26 Aug 2025•Knowledge Article

Understanding RFQs

A guide for Enterprise Users on understanding and the creation of RFQs

1 View•21 Aug 2025•Knowledge Article

Understanding Request Handling

How requests or tickets are being handled and their response time

1 View•19 Jan 2026•Knowledge Article

Understanding Security Groups

An overview for Enterprise Users on Security groups

1 View•21 Aug 2025•Knowledge Article

Understanding Vendor Statuses

This article explains the various Felix vendor onboarding statuses and details how each status impacts vendor eligibility, automated system behaviors, and required application updates. This guide is designed specifically for organisation users who review vendor applications and need to understand how to correctly apply statuses—such as Pending Resubmission and Not Proceeding—to effectively manage and communicate with vendors during the onboarding process.

1 View•28 Apr 2026•Knowledge Article

Understanding the Vendor List

An overview guide for Enterprise Users on understanding the Vendor List page.

1 View•24 Aug 2025•Knowledge Article

Understanding the Vendor Profile

An overview for Enterprise Users on vendor profiles

1 View•22 Aug 2025•Knowledge Article

Unlock Request Email Notification

How Enterprise Users can enable the unlock request email notification

1 View•22 Aug 2025•Knowledge Article

Using 'Lookup' in Procurement Schedule

1 View•5 Jan 2026•Knowledge Article

Using Eftsure Entities in Felix Payment Details Workflows

This article is for Felix Enterprise users and explains how to enable and use Eftsure Entities, assign entities to vendor payment details, understand the workflow differences with Record Matching, and ensure payment details are correctly sent to Eftsure for verification.

1 View•5 Mar 2026•Knowledge Article

295 Articles

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