Quote Analysis and Orders Management
      Back to home
      1. C-Link Help Centre
      2. Getting Started with C-Link
      3. Quote Analysis and Orders Management

      Customising Your Order Template in C-Link

      This guide provides step-by-step instructions on how to customise your order template within the Document Creator in C-Link.

      Estimated Read Time: 2 Minutes ⏱

      It is recommended that you familiarise yourself with the Document Creator and Template Customisation sections before proceeding with this guide.

      Sections in this Article:

      📄 Accessing and Answering Template Questions

      To begin customising your order template:

      1. Navigate to Document Creator:
        • Open the order document in the Document Creator. For this example, we are working on a small works order.
      2. Answer Template Questions:
        • Proceed through the questions on the left-hand side as you typically do.

      🛠️ Customising the Order Document

      Follow these steps to tweak specific elements of the order document:

      1. Edit Document Content:
        • On the right-hand side, click on the elements you wish to edit.
        • For example, to add specific programme requirements, click the relevant section and update it. You might add "sectional completion is included for X, Y, and Z".
      2. Word Document-Like Editing:
        • Update and edit the order document directly, similar to how you would in a word processing document.

      ✏️ Editing Terms and Conditions

      To make specific changes to terms and conditions:

      1. Review T's and C's:
        • Scroll through the terms and conditions section of the document.
      2. Edit Specific Terms:
        • Click on the term you wish to change. For instance, if the standard notice period is 14 days but you have agreed to a 7-day notice period with the subcontractor, update it accordingly.

      💾 Saving Changes

      After customising your order template:

      1. Save Changes:
        • Always press "Save" after making any custom changes on the right-hand side to ensure your updates are stored.

      Summary ✅

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

      🎥 Full Walkthrough Video

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