From the U.S. Government Accountability Office, www.gao.gov

Transcript for: GAO's E-Filing System - Adding a Co-Representative to a
Bid Protest Case

Description: Tutorial on GAO's E-Filing system for bid protests

Released: January 2018

[ Opening Screen ] Electronic Protest Docketing System (EPDS) ADDING A
CO-REPRESENTATIVE TO A BID PROTEST CASE GAO Logo

Welcome to the tutorial on Adding a Co-Representative to a Bid Protest
Case in EPDS. Before we get started, please keep in mind that EPDS
performs best when accessing it using the following web browsers: Google
Chrome, Firefox, Safari or Microsoft Edge. We recommend that you do not
use Internet Explorer. So, let's get started.

Each bid protest case can have up to four representatives, also known as
co-representatives, who can access and file documents in EPDS. In order
for a representative to access the case, they must have an EPDS user
account. All representatives associated with a bid protest case appear
on the Case Docket Sheet on the Parties tab. Let's review the steps for
adding a co-representative now.

When you log in to EPDS, the Dashboard appears. From the Dashboard,
locate the case to which you wish to add a representative. If you have
multiple cases in your Dashboard, you can use the Filter Records field
to assist with performing a search. Once the case is located, click its
B-Number.

The Case Docket Sheet opens. Click the Parties tab in the Navigation
Pane.

The Parties screen appears.

Scroll down to the Primary Representative section.

Click the Add 2nd Rep button in the Primary Representative section.

The Add Secondary Representatives dialog box appears. In order to invite
a secondary representative to join a case, remember the invitee must
have an EPDS user account. When you invite a person who does not have an
EPDS user account, the following error message appears alerting you that
the user account does not exist in EPDS for the email address you
submitted.

Click the OK button.

Once the user creates an account in EPDS, you can invite them to join
the case by clicking the Add 2nd Representative button. In the Add
Secondary Representative dialog box, type the email address for the
person you would like to invite to join the case.

Then click the Send Invite button.

The Success dialog box appears letting you know that your invitation was
successfully submitted. Click OK.

The Parties screen reappears. The EPDS application sends the invitee an
email asking them to join the case.

The next time the invitee logs into EPDS, the Invitation dialog box
appears asking them to join the case by clicking either Yes or No. If
the invitee accepts the invitation, then he or she will automatically be
granted access to the case.

The next time you, the primary representative, log into EPDS and after
the invitee has accepted the invitation, when you scroll down to view
the Parties screen, you will see their information in the Secondary
Representative section. You can delete them as a representative or add
additional Secondary Representatives to the bid protest case.

This concludes the tutorial on Adding a Co-Representative to a Bid
Protest Case. To learn more about using EPDS, check out the other
tutorials in the bid protest section of our website at www.gao.gov.