Vendor Templates

Vendor templates let the vendor to add or edit there own specification documents.
If the project manager has allowed access to the template then the vendor can view and add new paragraphs and clauses as long as the vendor is the owner.
 
To view a template select the template from either the Templates under construction or Available templates list.
 
 
 
All of the templates that are available to the vendor will be listed.
Open the template document, right click the top node and click Add Sub Heading.
 
 
 
If the template is currently available then a warning will show explaining the template will be taken offline until the content has been approved by the template creator / editor.
Add content and any attachments to all headings including in your document.
Repeat this for all your headings.
 
 
 
 
 
 
Once the vendor has completed the document the template creator / editor will approve all content and make the template available again.
For more information on approvals see the approvals section,
When the project manager creates a new tender they can include all vendor documents and each vendor will see only generic tender documents and there own documents.
 
You can also view the content from the clause library, to access the clause library click the Clause library link from the Library (Vendor supplied specs) menu.
 
 
 
Expand the template tree to view the paragraph and clauses and also to see what templates are using the paragraphs and the status of the template.
 
 
For more information on Vendor documents please see Creating vendor templates section.
 
 
 
 
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