Company Assets
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      Company Assets Area in C-Link

      This guide provides an overview of the Company Assets area in C-Link, detailing how to manage standard approved templates.

      Estimated Read Time: 2 Minutes ⏱

      It is recommended to familiarise yourself with the Scopes of Work, Tender Templates, and Order Templates sections before proceeding with this guide.

      Sections in this Article:

      🖥️ Accessing Company Assets

      To begin exploring the Company Assets area:

      1. Navigate to Company Assets:
        • Access the "Company Assets" section from your main menu.
      2. Overview:
        • For most accounts, you will see options for Scopes of Work, Tender Templates, and Order Templates.

      📄 Managing Scopes of Work

      To manage your company's scopes of work:

      1. Access Scopes of Work:
        • Click on "Scopes of Work".
        • This will display a list of all company-wide approved scopes of work.
      2. Create or Edit Scopes:
        • You can create new scopes or edit existing ones. For example, selecting "Architectural Glazing" will show an example template.
        • These standard scopes can be dragged into different documents, such as tenders or contracts.

      📝 Editing Tender Templates

      To manage your tender templates:

      1. Access Tender Templates:
        • Click on "Tender Templates".
        • You will see various templates such as Quick Tender, Tender Addendum, and different JCT amended versions.
      2. Edit Templates:
        • Access and edit these templates, but be aware that changes will affect all users company-wide.
        • For instance, editing a Quick Tender template will update it for everyone in the company.

      📜 Customising Order Templates

      To customise your order templates:

      1. Access Order Templates:
        • Click on "Order Templates".
        • You might have bespoke custom documents or different variations of order templates.
      2. Edit and Save Changes:
        • Edit the documents as needed. For example, you can change "Clause 9" to "Clause 8" in a Small Works Order.
        • Press "Save Changes" to update the template.
        • Future documents will reflect these changes automatically.

      Summary ✅

      This guide has outlined the process for managing company assets in C-Link. Following these steps ensures your templates are standardised and updated across the company.

      🎥 Full Walkthrough Video

      For a comprehensive guide, watch the full walkthrough video below: