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{{Help_content_page
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{{Help_content_page_en
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| page title = Get Started
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| page title = '''How to Start'''
| related topics = <span></span>
| related topics = <span></span>
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* [[User Register|User Register]]
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* [[Company Register|Company Register]]
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* [[Main Page/en|Menu]]
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* [[Authentication Certificate|Authentication Certificate]]
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 +
* [[Java/en |Software Requirements and compatibilities ]]
 +
 
 +
* [[Register/en|Register]]
 +
 
 +
* [[How_to_Start/en |How to Start ]]
 +
 
 +
* [[Login/en |Login and Password Recovery]]
 +
 
 +
* [[Authentication Certificates/en|Authentication Certificates]]
 +
 
 +
* [[Qualified Certificates/en|Qualified Certificates]]
 +
 
 +
* [[Tender_Notices_Finder/en |Find Public Tenders]]
 +
 
 +
* [[Main Page/en |HELP from A to Z ]]
 +
 
| overview content =  
| overview content =  
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In this area, you can learn how to start using the platform and how to enjoy all the benefits and services available.
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Learn how you can start using the platform and how to enjoy all the benefits and services available.
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 +
| QuickHelp content = <span></span>
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<!-- QuickHelp start -->
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{{QuickHelp
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| title = Is there a limit to the companies to which my user can be associated?
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| description =
 +
The user can be associated to as many companies as necessary. There is no limit.
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}}
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<!-- QuickHelp end-->
| how to content =
| how to content =
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<!-- how to block: Associate User to Registered Company -->
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<!-- how to block: I want to join -->
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{{how_to
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{{how_to_en
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| how_to_title = Associate User to Registered Company
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| how_to_title = I want to join
| resume description = <span></span>
| resume description = <span></span>
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Learn how to associate your user to a [[Glossary|company]] that is already registered on the platform.
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Choose what you want to do on the platform, sell or buy?
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| requirements description = <span></span>
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After making your [[User Register|User Register]], log on the platform with your user name and password.
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You should proceed to the intended market [http://worldwide.vortal.biz/ site] and then click on '''Login'''.
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<br>
 +
(Superior right corner)
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In the '''Get Started''' area, click '''Add to an existing company (Send Request)'''.
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Click on '''I want to join!'''
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Enter the country and taxpayer identification number of the [[Glossary|company]] you want to associate and click '''Verify'''.
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Fill in the fields. All of them are mandatory.
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}}
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A [[Glossary|company]] will be displayed.
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When you complete filling out the [[Register/en |user register data]], you should read '''Terms of Use''' and click on '''Continue''' to advance to the next step. If the fields are filled out correctly you will see an indicating message and receive a user registration confirmation email.
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{{how_to_line
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Click '''Request Membership'''.
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The e-mail contains a link for user activation and the identification of the following steps. Once you click on the link, you will be directed to the [[Login/en | login]] page.
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}}
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{{how_to_line
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| description =
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After accessing the [[Login/en | login]] page of VORTALnext> platform, you will receive an email referring to user activation. Login to the platform and then you should register your company, select to '''Create Company'''. You can also [[Register/en | '''Request Membership to an Existing Company''']].
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}}
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The user who perform the [[ Register/en |company registration]] is automatically set as company responsible by the system (this profile can be changed later).
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}}
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{{how_to_line
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| description =
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Indicate country, fiscal ID and name of the entity which you want to register.  
<br>
<br>
-
Your membership request is sent to the [[Glossary|company]]. The [[Glossary|company]] responsible user has to accept or reject your request and define your access profile.
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Click '''Validate''' for a validation to be carried out which will confirm whether these data are already registered on the platform.
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}}
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| description =
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If the company/entity is not registered in the platform yet, you will be asked whether you want to register. Click [[Register/en |Register New Company]].
 +
<br>
 +
If company/entity is already registered in the platform, you can request membership to associate your user to this company.
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 +
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| description =  
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To associate your user with other [[Glossary|companies]], please repeat the previous steps.
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You can perform the registration manually or through a [[ Qualified_Certificates/en |qualified representative certificate]].
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<BR>
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<br>
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Your user name can be associated with several [[Glossary|companies]] simultaneously, which means that you can access several [[Glossary|companies]] using the same login (user name, password and certificate).
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Select the desired option:
 +
<br>
 +
<br>
 +
- '''I want to register my company manually - you need to fill out all fields manually;'''
 +
<br>
 +
- '''I want to use a Representative Digital Certificate to register my company'''  - select a [[Qualified_Certificates/en | Representative Digital Certificate]] and fields will be automatically populated with the data of the certificate, requiring the remaining to be filled manually.
 +
 
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}}
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{{how_to_line
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| description =
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Complete the missing company data.
 +
<br>
 +
Mandatory fields are properly identified with a red star. The form and options available will depend on the country chosen.
 +
<br>
 +
In the end, you should read '''Terms of Use''', and then click '''Finish''' to complete company registration.
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<!-- how to block: Start Selling or Start Buying? -->
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{{how_to_en
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| how_to_title = Start Selling or Start Buying?
 +
 +
| resume description = <span></span>
 +
Learn how to associate your user to a company that is already registered on the platform.
 +
 +
| requirements description = <span></span>
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* Not Applicable
 +
 +
| how_to_content =
 +
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{{how_to_line
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| number = 1
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| description =
 +
If your user is not yet associated with a company that has access to the platform, when you login onto the platform, you will be presented with an area to validate if the company/entity is already registered. If it is not already registered, you need to select the option register a new company/entity and after that you will be presented with an area where you must select:
 +
<br>
 +
<br>
 +
- Country;
 +
<br>
 +
- What Do You Want To Do? (Buy, Sell or Both);
 +
<br>
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- Company Scope: Public, Private or Both;
 +
<br>
 +
- Company/Entity type;
 +
 +
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<!-- how to block: Register New Company -->
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<!-- how to block: Associate User to an Already Registered Company -->
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{{how_to
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{{how_to_en
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| how_to_title = Register New Company
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| how_to_title = Associate User to an Already Registered Company
| resume description = <span></span>
| resume description = <span></span>
-
Learn how to register your [[Glossary|company]] on the platform.
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Learn how to register your company on the platform.
| requirements description = <span></span>
| requirements description = <span></span>
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[[Company Register|Learn how to register your company on the platform.]]
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When you complete your [[Register/en | user register]], login to the platform with your username and password.
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[[Company Register|Learn how to register as an '''independent user''']].
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After [[Login/en |login]], there are two available options in work area:
<br>
<br>
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The register process is identical to the [[Glossary|company]] register, but the record is marked as independent user.
+
<br>
 +
- '''Request membership to an existing Company;'''
 +
<br>
 +
- '''Create Company;'''
 +
<br>
 +
<br>
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Select '''Request membership to an existing Company''' and then click on '''Continue'''.
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 +
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}}
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{{how_to_line
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| number = 3
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| description =
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Indicate country, Fiscal ID (VAT identification number) of the company you want to be associated with and/or Company name.
 +
<br>
 +
Click '''Validate'''.
 +
<br>
 +
Note: The Country field is mandatory in combination with one of the other search criteria.
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 +
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}}
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{{how_to_line
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| description =
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You will be presented with the list registered companies that corresponds to the defined criteria.
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 +
| image =
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}}
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{{how_to_line
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| number = 5
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| description =
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Click on '''Request Membership. '''
 +
<br>
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Your access request will be sent to the company. The company responsible user has to accept or reject your request and define your access profile.
 +
 
 +
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}}
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{{how_to_line
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| number = 6
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| description =
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To associate your user with other companies, please repeat the previous steps.
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 +
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}}
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{{how_to_line
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| number = 7
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| description =
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Your user name can be associated with several companies simultaneously, which means that you can access several companies using the same login (username, password and certificate).
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<!-- HT: Invitations -->
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<!-- how to block: Register a New Entity or Company -->
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{{how_to_en
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| how_to_title = Invitations
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| how_to_title = Register a New Entity or Company
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| resume description =
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| resume description = <span></span>
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Did you receive a membership invitation from a [[Glossary|company]]? Learn how to accept the invitations.
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See the business opportunities available for your Glossary|company.
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| requirements description = <span></span>
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On the '''Get Started''' page, you can see the membership invitations you received from [[Glossary|companies]], already registered on the platform.
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[[Register/en |Learn how to register your company on the platform]].
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In the '''Invitations''' section, click '''Accept''' or '''Ignore ''' on the received invitations.
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[[Register/en | Learn how to register as an '''Independent Worker'''.]]
 +
<br>
 +
Registration process is identical to the company register, but the record is marked as independent worker.
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<!-- how to block: Search for Business Opportunities -->
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{{how_to_en
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| how_to_title = Search for Business Opportunities
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| resume description = <span></span>
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Learn how the platform works through the tutorial videos.
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 +
| requirements description = <span></span>
 +
* Not Applicable
 +
 +
| how_to_content =
{{how_to_line
{{how_to_line
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| number = 1
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| description =
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In the work area, you have features that allow you to search for the business opportunities available on the platform.
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 +
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}}
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{{how_to_line
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| number = 2
| description =  
| description =  
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After clicking '''Accept''', insert the password defined by the [[Glossary|company]] responsible user that sent you the invitation.
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In '''Leads Manager''', depending your company access in the platform, there are several options:
<br>
<br>
<br>
<br>
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Your user name is automatically associated to the [[Glossary|company]] and you can access your work area, in accordance with the access profiles assigned to you.
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- Opportunities;
 +
<br>
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- Leads;
 +
<br>
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- Find Public Tenders.
 +
<br>
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<!-- how to block: Search for Business Opportunities -->
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<!-- how to block: Universal Service - Search For Public Tenders -->
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{{how_to
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{{how_to_en
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| how_to_title = Search for Business Opportunities
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| how_to_title = Universal Service - Search For Public Tenders
| resume description = <span></span>
| resume description = <span></span>
-
See all the business opportunities available for your [[Glossary|company]].
+
Learn how the platform works through the tutorial videos.
| requirements description = <span></span>
| requirements description = <span></span>
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* Not Applicable
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* It is absolutely necessary that you have the exact procedure reference, in order to be able to perform the search within the platform, after logging in, and to present a proposal.
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After you [[Login|login]] on the platform, the '''Get Started''' area will be displayed.
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In order to access and consult the procedures detail of restricted scope (Negotiated Without Advertising, Minors) you will have to go to the web page of the public entity / contracting authority (this type of procedures will be published only in the corporate pages of the public entity).
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In this area, click '''Search'''.
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Through the public page of [http://en.vortal.biz  VORTAL] you will be able to consult the detail only for those procedures which are considered with public scope (Framework Agreements, Open and Negotiated with Advertising) without having to log in. Access www.vortal.biz and select the '''Login''' button. Then click in the option  '''Requests Search'''.
 +
<br>
 +
[[File: 2017-01-03_150127.png|left|frame]]
 +
<br>
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To begin searching for opportunities, set:
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In any of the 2 previous cases:
<br>
<br>
-
- whether to buy or to sell;
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- You will find a list of procedures that will allow you to consult the information. By clicking on Detail of the procedure request you want to consult, a new modal window will open with all the necessary information.
<br>
<br>
-
- which markets do you want to search for opportunities:
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[[File: Picture2_Uni0.png|left|frame]]
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<br>
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<br>
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<br>
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<br>
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<br>
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<br>
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<br>
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<br>
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<br>
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<br>
 +
By selecting the detail option you will be available all the information related to the procedure, divided into following blocks:
 +
<br>
 +
<br>
 +
- Information Summary;
 +
<br>
 +
- Evaluation;
 +
<br>
 +
- Questionnaire;
 +
<br>
 +
- Award;
 +
<br>
 +
- Documentation (where you can download the specifications and the documentation that the public entity has made available to economic operators);
 +
<br>
 +
- Additional Information;
 +
<br>
 +
- Public Messages;
<br>
<br>
-
- your [[Glossary|company]] main category (business area).
 
-
 
-
 
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| number = 4
| description =  
| description =  
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To set/search for more [[Glossary|company]] information, click '''See more'''.
+
To access the following functionalities for free, you will have to log in and be witin the procedure:
 +
<br>
 +
<br>
 +
- Download the published documentation and information related to the procedure;
 +
<br>
 +
- Request for clarification and receiving such clarifications;
 +
<br>
 +
- Preview of all the messages and notices created by the public entities to which, in terms of law, you must have access;
 +
<br>
 +
- Submission of documentation;
 +
<br>
 +
- Award Information.
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{{how_to
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{{how_to_en
| how_to_title = Video Tutorials
| how_to_title = Video Tutorials
| resume description = <span></span>
| resume description = <span></span>
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Learn how the platform works through the video tutorials.
+
Learn how the platform works through the tutorial videos.
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| requirements description = <span></span>
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| number = 1
| description =  
| description =  
-
After your [[Login|login]], using the user name and password defined in the register, the '''Get Started''' area will be displayed.
+
In the work area you have videos available that show how the platform works for the '''suppliers'''.  
 +
<br>
 +
Click on the video if you want to watch it.
 +
 
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| number = 2
| description =  
| description =  
-
In the '''Get Started''' area, there are some videos that demonstrate this platform base functionalities.
+
In the work area you have videos available that show how the platform works for the '''buyers'''.  
<br>
<br>
-
To play a video, just click on it.
+
Click on the video if you want to watch it.
 +
 
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| title = How do I know if my company is already registered?  
| title = How do I know if my company is already registered?  
| description =
| description =
-
When you enter the [[Glossary|company]] taxpayer identification number that you want to register, or the [[Glossary|company ]] registered to which you want to associate, that number is crosscheck with the platform data.
+
When you enter the VAT number of the company you want to register, or from the company registered to which you want to ask for membership, that number is crosscheck with the platform data.
<br>
<br>
<br>
<br>
-
If the number is already registered, you will be presented with that account details.
+
If the number is already registered, you will be presented with that company details.
<br>
<br>
-
If the number is not registered, you will be presented with a button to register a new [[Glossary|company]].
+
If the number is not registered, you will be presented with a button to register a new company.
}}
}}
{{faq
{{faq
-
| title = When I access the platform, the Get Started area is no longer displayed. Why?
+
| title = When I access the platform, the Star Selling and Star Buying areas are no longer displayed. Why?
| description =
| description =
-
The Get Started area is displayed when your [[Glossary|company]] has not yet subscribed any service on the platform, or when your user still does not have authorization to access the [[Glossary|company]] work area.
+
The Star Selling and Star Buying areas are displayed when your company has not yet subscribed any service on the platform, or when your user still does not have authorization to access the company work area.
-
<br>
+
-
<br>
+
-
When the two above mentioned criteria are met, upon login in, your work area will be displayed.
+
-
<br>
+
<br>
<br>
-
The Get Started area is still available, just click '''Get Started''' on your work area.  
+
When the two above mentioned criteria are met, upon login, your work area will be displayed.
}}
}}

Edição actual desde as 11h00min de 12 de Dezembro de 2018

Your online Help
Public


How to Start
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Overview

Learn how you can start using the platform and how to enjoy all the benefits and services available.


How to?

I want to join

Start Selling or Start Buying?

Associate User to an Already Registered Company

Register a New Entity or Company

Search for Business Opportunities

Universal Service - Search For Public Tenders

Video Tutorials


Obtida de "http://smarty.vortal.biz/vhpublic/index.php/How_to_Start/en"