Generate documents from templates

Generating documents from a template allows users to create a single document based on the company Best Practice template documents, for example, an RFx document. If the template contains custom fields, then it can be populated with tender information.

To generate a tender document from a template:

1. Navigate to the tender library (see Tender library).

2. Ensure that General Files is selected from the filter drop-down list.

3. Click Add Files and select Generate Document From Template.

   The Generate Document from Template page is displayed.

Step 1: Complete Details

4. Click the Select Document Template icon for the Based on Template field.

   The Add a Template Document window is displayed.

5. Select the template document category in which the template is stored.

   All template documents within that category are listed.

6. Select the template you want to add.

7. Click Add.

   The window closes and the template information is shown in the Based on Template and File Name fields.

8. To mark the document as containing sensitive information, select Yes for IConfidential. This restricts access to this document to only team members with confidential access enabled.

9. To allow any editing of this document to be tracked, select Yes for Enable Version Tracking.

Step 2: Select Recipients

10. The Select Recipients section of the page lists all contractors associated with the tender. Select the contractors for whom you want to generate a personalized document.

11. Use the drop-down lists in the Address and Contact headers to select the required contractor address and contact.

12. Click Save.

    The Generate Document Resultspage is displayed.

13. Information is displayed for each document that has been generated - one for each contractor.

    The document name comprises the tender reference, tender name, document name, contractor reference and contractor name. The file can be renamed from the tender library if desired.

14. Click Close.

    The documents generated from the template are shown in the tender library.

    Note If any errors were reported try deleting the document from the tender library and regenerating it.