This chapter covers Settings — how Vertibid looks and behaves for you, and how it connects to the systems your documents and data already live in. Open it from Settings at the foot of the left navigation; it expands to General and Integrations. Your own account details are under Profile in the account menu at the top right, not under Settings.
Settings apply whichever product your organization subscribes to.
In this chapter
A5.1 General — your personal preferences, saved on the device you are using.
A5.1.1 Appearance — the Basic and Compatio Bid themes.
A5.1.2 The AI assistant — whether and where the AI assistant appears.
A5.1.3 Your profile — your name, phone number and password.
A5.2 Integrations — organization-wide connections to other systems.
A5.2.1 Document intake — documents arriving by email or SFTP become tenders, frameworks or quotes.
A5.2.2 Other integration categories — SSO, Customer, Pricing and Catalog: planned, not yet available.
Personal and organization-wide settings
Everything under General is a personal preference saved on the device you are using; it does not change what colleagues see. Everything under Integrations is organization-wide: a connected email drop or SFTP folder feeds documents to everyone.