Step 1: Create an Auction

To create an auction, follow these steps:

• Navigate to the auctions. Then select "New Auction"
• Fill in the required details such as auction title and number of rounds
• Set the winning bid criteria percentage.

• Click "Create" to finalize the auction setup.

Step 2: Invite Participants

To invite participants, follow these steps:

• Navigate to the participant invitation page. And click invite participant.

• Enter the email address of a participant.
• Click invite participant to send the invitation email.
• Once the participant accepts the invite and creates an account. You will see that the participant accepted on the page
• A participant that has accepted can be edited to be given access to the auction.

• Click on auction in the list and select update user. Multiple auctions can be selected
• Access can be removed from a participant by the auction manager at any time.

Step 3: Add Auction items

To add auction items to an auction, follow these steps:

• With a large estate it would be advised to create a csv / spreadsheet of items that can be imported into an auction.

• Items can be added when click into an auction or clicking the auction items button on the auction list.
• Note: Contributors can help with adding items to the auction to prepare the auction.

Step 4: Give a participant points

To set up points for a participant, follow these steps:

• Navigate to the auction and select "Participant points"
• Select create points for participants button
• Depending on the size of the auction you should give more than less points to participants for a better auction experience
• Select the participant and add points.

• Click submit points
• This page shows who you have not yet assigned points to for the auction as a guide to see who needs points.

Auction Status Workflow

To check the auction status, follow these steps:

• Navigate to the auction details page.
• Review the current status of the auction. And what the next status will be.

Preparation

To prepare for the auction, follow these steps:

• Review all auction advanced settings.
• Ensure all participants have been invited. And have accepted by creating an account.
• Ensure all participants have points assigned.

Preview

To preview the auction, follow these steps:

• Navigate to the auction details page.
• Select Move to next auction status. When in preparation status.
• Participants may now view assets and mark certain assets as a favorited asset.
• Bidding does not happen at this stage.

Open Bid

To open the bidding, follow these steps:

• Navigate to the auction details page.
• Click Move to next auction status button to start the auction.
• Each participant can indicate when they have finished bidding. A list is shown on the auction details page.

Round Complete

To complete a bidding round, follow these steps:

• Review the bids for the current round.
• Click Move to next auction status button to finalize the round.

Division Complete

To complete the division, follow these steps:

• Click Move to next auction status button to finalize the auction.
• Notify participants of the auction results.
• Depending on auction settings you can allow participants to see what they have won without a final report
• A report can be generated in the report section for detailed results.