Customising a Tender Template in C-Link

This guide provides step-by-step instructions on how to customise a tender template in the document creator within C-Link.

Estimated Read Time: 2 Minutes ⏱

Sections in this Article:

• 📝 Accessing the Tender Template
• ✏️ Customising the Template
• 💾 Saving Changes
• 🎥 Full Walkthrough Video

📝 Accessing the Tender Template

To begin customising your tender template:

1. Navigate to Tender Template:
   • Go to your project dashboard and open the relevant tender template.
   • Ensure you are at 100% completion by answering all the questions on the left-hand side.

✏️ Customising the Template

Follow these steps to customise the template:

1. Answer Template Questions:
   • Complete all the questions on the left-hand side to reach 100% completion.
   • For example, set the retention value. The default might be 3%.
2. Edit Template Directly:
   • Click directly into the document to edit.
   • For instance, change the retention details from 3% to a customised value such as "1.5% released on TC, 1.5% released on defects expiring".
3. Make Bespoke Adjustments:
   • Add any additional bespoke information directly into the document.
   • Ensure your changes reflect the specific requirements of your tender.

💾 Saving Changes

After customising your tender template:

1. Save Changes:
   • Press the "Save Changes" button to update the document.
   • It is always a good practice to save your work frequently to avoid any data loss.
2. Update Company Assets:
   • If you want these customisations to be standard across all your templates, refer to the company assets section.
   • Follow the guidelines on how to update your company assets for consistency.

Summary ✅

This guide has outlined the process for customising a tender template in C-Link. Following these steps ensures your tender documents are tailored to your specific needs.

🎥 Full Walkthrough Video

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