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Navigating the platform

Starting a search

You can start searching for contracting opportunities, agencies and contacts soon after you log in to the site (at platform.onvia.com). By clicking the tabs at the top of the "My Onvia" page, you will be directed to search pages for projects, term contracts and awards, agencies, and spending forecasts, respectively (note: depending on your subscription level, all of these tabs may not be available).  At any point in your search you can return to the search page for that tab by clicking either the tab or the Onvia logo located at the top-left corner of the page.

Switching between views

Whenever you click the name of a project or agency or contact, you will navigate to the details page for the item you clicked on. To return to the search results, click the "Back to Results" link located above the project or agency name.

Saving and sharing data

Whenever you click a "Save Item" icon,

the project will be saved in your Inbox (which can be accessed by clicking "My Guide" at the upper-right corner of the page; the Saved Items folders will appear below the Guide folders). You can also download projects to your desktop as a PDF, print them and forward them to other team members by using corresponding links to the right of the project title or at the top of the Project Timeline tab.

 

Saving and sharing Saved Searches

You can save a project or spending-forecasts search by clicking the "Save Search" button located at the top of the search-results page. You will be able to access this search (and its results) by selecting the search in the "Saved Searches" drop-down menu located at the upper-right corner of both the search and search-results pages.

To share a Saved Search with a colleague, select "Manage Saved Searches" in the "Saved Searches" drop-down menu. In the "Manage Saved Searches" pop-up window, you'll see your list of Saved Searches with a "Guide" checkbox and four links next to each search name. When you click the "Send" link,

you'll see another pop-up window in which you're asked to enter the name, email address and company of the recipient and, optionally, to include a message. 

After you click the "Send" button, an email message will automatically be sent to the recipient.

Managing Guide settings

You can access your Guide settings by clicking the "My Guide" tab located at the top of the page, and then by clicking on "Guide Settings" tab. There, you can specify how often you want to receive your Guide (daily or weekly) as well as the sort order. You can also specify Additional Recipients (if this feature is included in your subscription level), the team members who will receive a copy of your Guide.  In the "Saved Searches" section (at the bottom of the page), you can specify the Saved Searches that you want to include in your Guide.

Managing your account

You can access your account settings by clicking on "My Account" tab at the top of the page.  In this section, you can change your password (by clicking on the "Subscription" tab and then the "Change Your Password" button).  You can also edit your contact information by clicking the "Profile" tab and then the "Edit" button.

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