PERSUIT allows you to easily update and make changes to your published request at most stages of the request process. This is helpful for rectifying any inaccuracies or imperfections that were missed during the initial review before issuing the request.
Editing a request
At the top of the request, click the Edit Request button.
Select Update request from the expanded Edit Request menu. Press Confirm in the subsequent pop-up to move on to the drafting screen.
In the drafting screen, you’ll be required to leave a Clarification note describing any changes you’re making to the request. There is currently no way to update the request without leaving a clarification.
If you decide you no longer wish to update your request, you can delete your draft. Click the vertical ellipses (three dots) at the top right, then Discard Changes. This will only delete your updated draft, not the entire request that has already been published.
When all changes have been made and the clarification has been detailed, publish your update by clicking Send Update at the top right.
The newly created Clarification at the top of the Matter tab will confirm the successful update.
When can't you update a Request?
Updates are unavailable in the following circumstances:
- A proposal has been selected
- An auction is currently in progress
- The request has been marked as completed
Items that cannot be edited in Update Request
- Pricing model for the total price field
- Sub-items on existing pricing items
- But, new pricing items and sub-items under these can be added as normal
- Note: firms already have the ability to add/change the sub-items on any given pricing item.
- Question response type/limit
- Delete a question
- Conflict check cannot be enabled or disabled (but counter-parties and the description box can be edited)
- Timeline/Dates - see here for more information on changing the request timeline
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