Required documents

Overview

The required documents checklist lists authority-mandated documents your bid must include — from in-depth analysis outlines, country form volumes, and tender structure. Bridges what the tender asks for and what exists in your Documents library.

Not a separate sidebar item — open from library Suggested documents button or final checkup document issues.

Tip: Early in the pursuit, confirm you have:

Run analysis with Outlines and document-related categories
Reviewed checklist before standard forms bulk export (works)
Assigned owners per checklist row internally
Planned draft generation time (AI tasks take minutes)
Cross-checked country Construction standard forms for overlap

Important: Created status does not mean legally reviewed — only that a draft file exists.

When this module appears

Condition	Accessible?
Any pursuit type	Via documents library
After analysis with outlines	Populated suggested list
Country form volumes	Extra suggested entries

How to open

Documentation → Documents.
Topbar → Suggested documents.

Header on index: Back to documents.

Layout

Index (checklist)

Column	Description
Document label	Authority-required name
Status	Not started, outline ready, created
Action	Create or Open

Edit page (draft)

Area	Content
Toolbar	Draft generation controls
Editor	Content or preview
Status	AI draft task progress

Key actions

Action	Result
Create	New required doc + edit flow
Open	Existing draft
Generate draft	AI from outline + pursuit data
Edit draft	Toolbar + editor

Create workflow

```mermaid

sequenceDiagram

participant U as You

participant R as Required list

participant E as Editor

U->>R: Create on row

R->>E: Draft flow

E-->>U: Generate or edit

```

Numbered workflow — checklist completion

Open suggested documents after analysis.
Sort mentally by submission volume order.
Create rows without drafts — wait for generation.
Open each draft in Document editor.
Run filler + manual review.
Confirm file appears in documents library.
Mark internal QA complete.
Final checkup — zero document issues.

Status meanings

Status	Meaning
Not started	No pursuit record yet
Outline ready	Analysis provided structure; ready to create
Creating	loading indicator on row
Created	Draft exists — open to edit

Empty and processing states

State	UI
Loading	Table loading placeholder
Empty checklist	Run analysis with outlines
Creating	Row loading indicator
Create failed	Error toast
Generating on edit	Toolbar progress

Downstream dependencies

Item	Links to
Created files	Documents library
Drafts	Document editor
Outlines	In-depth analysis results
Works forms	Construction standard forms
Checkup	Final checkup

Overlap with standard forms (works)

Some items appear in both checklist and standard forms catalog — avoid duplicate conflicting PDFs; pick authoritative source per item.

Edge cases

Situation	Action
Empty after analysis	Enable outlines category; re-run
Duplicate labels	Merge internally
Generation stuck	Retry create
Wrong draft content	Regenerate or manual rewrite

FAQ

Separate from documents library?

Checklist is planning view; files live in library.

Who can create drafts?

Pursuit members with doc access.

Regenerate destroy edits?

Confirm before regenerate — may overwrite.

Mandatory for checkup?

Missing required items flag in final checkup.

Add manual row?

Depends on UI — often analysis-driven list.

Link to questionnaire evidence?

Related but separate — evidence links requirements to files.

Documents library
Document editor
In-depth analysis — create
Construction standard forms
Final checkup
First pursuit workflow