Tender template categories
- Last UpdatedJan 12, 2024
- 3 minute read
To help companies organize their tender templates, templates can be divided into template categories. Template categories are used to help companies file their tender templates in a logical order which helps users find the template they need quickly. Category names are fully customisable which allows users to create category names that best suit their function.
View tender template categories
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Open the navigation bar. If necessary, click the Manage tab.
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Under Organisation Standards, click Tender Templates.
The Tender Templates page is displayed, showing the tender templates available in the category currently selected in the drop-down list.
Click the drop-down list to see all the available tender template categories and select a different category.
Create a tender template category
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Open the navigation bar. If necessary, click the Manage tab.
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Under Organisation Standards, click Tender Templates.
The Tender Templates page is displayed.
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From the
Actions menu, select 
Add Category.
The Add Category page is displayed.
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Enter the New Category Title.
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Click Save.
A confirmation message is displayed.
Rename tender template categories
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Open the navigation bar. If necessary, click the Manage tab.
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Under Organisation Standards, click Tender Templates.
The Tender Templates page is displayed.
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Select the template category you want to rename from the drop-down list.
The tender templates for the selected category are displayed.
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From the
Actions menu, select 
Edit Category.
The Edit Category page is displayed.
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Enter the new name in the Category Title.
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Click Save.
A confirmation message is displayed.
Delete tender template categories
Categories that have templates assigned to them cannot be deleted.
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Open the navigation bar. If necessary, click the Manage tab.
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Under Organisation Standards, click Tender Templates.
The Tender Templates page is displayed.
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Select the template category you want to delete from the drop-down list.
The tender templates for the selected category are displayed.
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From the
Actions menu, select 
Delete Category.
A warning message is displayed.
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Click OK.
A confirmation message is displayed.