Document Management FAQ

Why use the document vault?

Use it to organise company records, record document types and expiry dates, find documents again, and reduce repeated uploads across tender preparation work. It does not guarantee that a document is valid for a particular tender.

Which documents should I keep?

Common examples include CIPC registration records, SARS tax compliance evidence, B-BBEE certificates or affidavits, CIDB records, insurance, financial statements, company profiles, experience records and professional registrations. Requirements differ by tender and sector.

How do expiry dates help?

Add an expiry date when a document has one. The platform can use that date to show expiry context or reminders where available. Confirm validity with the issuing body and the tender requirements.

Can I use vault documents in an application?

Open the relevant Application Workspace and review the Documents and Checklist areas. Select only records that satisfy the issuer's format, date and certification requirements.

Does Tenders-SA verify or submit my documents?

No general upload should be treated as automatic compliance approval or bid submission. Review the document, confirm the issuer's instructions and submit through the channel named in the tender.

Where can I confirm current document access or limits?

Use the Pricing page and the access messages shown in your account. This FAQ does not duplicate storage, upload or plan limits.

What if an upload, preview or download fails?

Check that the file is readable and accepted by the current upload control, retry on a stable connection, and use the document troubleshooting guide. Do not email sensitive company documents unless support specifically provides an approved secure process.