As a main contractor, you can create tender form templates that can be easily imported into new projects. These templates can be updated at any point to ensure that your tender forms request the desired information from subcontractors.
This article explains how to delete tender form templates from your account. The ability to delete tender form templates helps keep your tender forms organized so that you can quickly apply the appropriate tender form to your project.
To delete scope-specific Tender Form templates
Click on the “Projects” tab from the menu on the left.
Click on the “Tender Form Templates” tab. Find the template that contains the scope-specific tender form you wish to delete. Click on it.
Look for the appropriate tender package and click on the drop-down menu on the left. From the list of options, click on “Delete.”
Alternatively, you can click into the box next to the tender package you’d like to delete. From the options located along the top, click on “Delete.”
You will see a notification asking you to confirm if you want to delete. Please note that once deleted, a tender form template cannot be restored.
If you want to keep the tender package, click on “Cancel.” Otherwise click on “Delete.”
The tender package will be automatically removed from the Tender Form template.
Please note that deleting Tender Form templates does not remove the Tender Form from projects that have been published. Rather, the template is not available for future use.
To delete an entire Tender Form template
Click on the “Projects” tab from the menu on the left.
Next, navigate to the “Tender Form Templates” tab. Find the template you wish to delete and click on it.
Click on the drop-down menu located on the top right of the screen. Click on “Delete Template” from the options listed.
You will see a notification asking you to confirm if you want to delete the template. As a reminder, once a Tender Form template is deleted it cannot be restored.
If you want to keep the Tender Form template, click on “Cancel.” Otherwise click on “Delete Template.”
The Tender Form template will be automatically removed from the “Tender Form Templates” tab.
For information on how to create Tender Forms please reference the Tender Form section in our help center.
Comments
0 comments
Article is closed for comments.