Projects
Connect InEight Document and Felix
How to connect an InEight Document project to Felix
1 View•28 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 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 and Modify Projects
How Enterprise Users can create and modify projects
1 View•20 Aug 2025•Knowledge Article
How to Download and Read the NDA Agreements Report
The NDA agreements report is a CSV audit record of every NDA agreement, decline, and manual authorisation on a Sourcing project that has NDA Gated Access enabled. This article explains how an Organisation user with the report-download permission downloads the agreements report from the project's NDA gated access card, and documents every column in the exported CSV, including which values (IP address, user agent, email) are masked for privacy. See the companion articles for enabling NDA Gated Access and for managing it on individual RFQs.
1 View•14 Sep 2026•Knowledge Article
How to Manage NDA Gated Access on an RFQ
NDA Gated Access can require a vendor to acknowledge a non-disclosure agreement before viewing an RFQ under a Sourcing project. This article explains how an Organisation user with edit permission on an RFQ manages NDA Gated Access at the level of that single RFQ: disabling the NDA requirement for the RFQ, manually authorising a vendor invited to the RFQ, tracking each vendor's NDA status in the RFQ's Progress column, and downloading a vendor's signed NDA and acknowledgement. For enabling NDA Gated Access on the project and managing it from Settings, see the companion article NDA-03.
1 View•14 Sep 2026•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 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 Set Up and Manage NDA Gated Access on a Sourcing Project
NDA Gated Access lets an Organisation user require vendors to acknowledge a non-disclosure agreement before those vendors can view any RFQ under a Sourcing project. This article explains how an Organisation user with project Settings access enables NDA Gated Access, uploads and replaces the NDA PDF, previews the NDA as a vendor, reads the agreement activity counters, manually authorises a vendor who signed an NDA offline, responds to a vendor's NDA decline, and turns NDA Gated Access off. For managing NDA Gated Access on an individual RFQ or downloading the CSV agreements report, see the companion articles.
1 View•15 Sep 2026•Knowledge Article
Project Settings and Permissions
A guide for Enterprise Users on understanding project settings and permissions
1 View•20 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
Sealed Bidding
An overview for enterprise Users on sealed bidding
1 View•21 Aug 2025•Knowledge Article
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
Understanding Project Groups
A guide for Enterprise Users on how to access and understand project groups
1 View•26 Aug 2025•Knowledge Article
What is a Project
An overview of the Projects feature for Enterprise Users using the Sourcing module in Felix.
1 View•25 Aug 2025•Knowledge Article
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