Contractor Signer Installation and Usage Guide. October 2014

Transcription

1 Contractor Signer Installation and Usage Guide October 2014

2 Prepared By Address: 5700 SW 34th Street, Suite 1235, Gainesville, Florida Web: Customer support for the Bid Express service is available by phone or Monday through Friday from 7:00 am - 8:00 pm Eastern Time, excluding legal holidays. Contact Bid Express By mail: Bid Express 5700 SW 34th Street, Suite 1235 Gainesville, FL By phone or FAX: Toll free phone: (888) 352-BIDX (2439) Phone: (352) Fax: (888) By Support: customer.support@bidx.com Feedback: feedback@bidx.com Bid Express and the Bid Express logo, and Info Tech are registered service marks of Info Tech, Inc. Digital ID is a trademark of Info Tech, Inc. Copyright 2014, Info Tech, Inc. All rights reserved. This document or parts thereof may not be reproduced in any form without written permission of Info Tech, Inc. Produced in the United States of America. Trns port Expedite and the Trns port Expedite logo are registered trademarks of AASHTO. AASHTOWare Project Expedite is a trademarks of AASHTO. Trns port Expedite and AASHTOWare Project Expedite represent one or more proprietary products of AASHTO. AASHTOWare and AASHTOWare Project are registered service marks and trademarks of AASHTO. Other product and company names mentioned herein may be trademarks and/or service marks of their respective owners. Copyright 2014 by the American Association of State Highway and Transportation Officials, Inc. All rights reserved. This document or parts thereof may not be reproduced in any form without written permission of the publisher. Printed in the United States of America.

3 Contents 1. Administration Contractor Retrieving Contract Document(s) Contractor Signer Installation and Usage Installing Contractor Signer Using Contractor Signer...7 i

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5 1. Administration Once a letting has ended and the bid awarded, the agency will upload a contract document to the Bid Express website. If you were marked as the awarded bidder, the Bid Express service will send an to the address associated with the Bid Express account. This includes information on how to access and download the contract document. You will also need to download the Contractor Signer software and have a valid Info Tech Digital ID. If you do not have a Digital ID, please contact customer.support@bidx.com for assistance. Contractor Signer Installation and Usage 1

6 2. Contractor Retrieving Contract Document(s) Once you receive the from the Bid Express service stating that your contract documents are available, log in to then return to the . Figure 1. With Message Link Click the message link in the . The link sends you to the message in the Bid Express Message Center. Figure 2. Bid Express Message Center Click the link in the message in the Bid Express service. The Acknowledge Contract Documents page displays for the proposal, including any notes entered by the agency. 2 Contractor Signer Installation and Usage

7 Figure 3. Acknowledge Contract Documents Page Your contract document is available in the Documents section of the Acknowledge Contract Documents page. The pdf file has the label Contract in the Label column. Note: If there is no PDF file with the label Contract, or if the word Contract under the Label column is spelled incorrectly, please refrain from downloading any files and contact the respective agency. Before you can download the document, you will need to acknowledge that you received it. Select the check box for the contract and then click the ACKNOWLEDGE button. To download the contract document: 1. Click on the contract name in the Label column and open or save the file. 2. Save it to your computer in a location that you ll remember. Contractor Signer Installation and Usage 3

8 3. Contractor Signer Installation and Usage You must install the Contract Signer software in order to sign your contract documents. This is a one-time event. However, there may be software updates as necessary. You must have a valid Digital ID in order to sign your document. If you do not have a Digital ID, please contact customer.support@bidx.com for assistance. 3.1 Installing Contractor Signer To install Contractor Signer, please follow the following steps using the Internet Explorer web browser: 1. Go to: You should see the following page: 4 Contractor Signer Installation and Usage

9 Figure 4. Contractor Pilot Software 2. Click DOWNLOAD. 3. Depending on your computer s security software, you may see a warning message. Proceed to continue the installation. 4. When you see the below pop up message at the bottom of your screen, click RUN. 5. In the next window, click INSTALL. Figure 5. Run Message Contractor Signer Installation and Usage 5

10 Figure 6. Application Install Window The following window should pop up and show your installation progress: Figure 7. Installation Progression Window Once installation is complete, the MCS Contractor pop up window displays: Figure 8. MCS Contractor Window 6 Contractor Signer Installation and Usage

11 3.2 Using Contractor Signer Once the MCS Contractor window is open, the Contractor Signer feature requires that you upload a contract file, select an agency, enter the contract ID, and enter your bond information (obtained from your surety company). Select a Digital ID and enter its passphrase (password). To use the Contract Signer, please follow these steps: 1. To upload a contract document, click SELECT on the MCS Contractor window. Figure Navigate to the file where your contract document is saved and select your file. Click OPEN. Contractor Signer Installation and Usage 7

12 Figure 10. Document Library 3. Complete the remaining fields and select your Digital ID from the drop down menu. Note that if your designated agency is Missouri DOT, there is a check box to select a paper bond option. Figure Enter your Digital ID passphrase and click CONTINUE. The Bond Verification window displays as the entered information is used to retrieve bond information from your surety company. 8 Contractor Signer Installation and Usage

13 Figure 12. Bond Information Verification Window 5. Verify that the bond information is correct. 6. Enter and confirm your address in the fields. 7. Click SIGN CONTRACT. Figure 13. MCS Contractor Window Contractor Signer Installation and Usage 9

14 The following window will show the signature progress. Figure 14. MCS Signature Process Once the contract is successfully signed, a confirmation window displays. Figure 15. Contract Signed and Submitted Window Click OK to close the Contractor Signer software. 10 Contractor Signer Installation and Usage