Templates

Tendering

In Mercell Tendering & Bidding, you can store already created notices as "templates". Templates can be used either within one's own procurement unit, or they can be distributed to all or only selected procurement units if desired.

• You can find your own templates in the "Templates" folder  

• Shared templates can be found in the "Shared templates" folder  

Copy the announcement as a template

Select the folder from which you are applying for tenders 

Select the competition you want from the list in the folder by clicking on it

• The system moves to the information page of the announcement

• In the functions menu on the right, select "Copy as template"

By clicking the "Copy as template" option, you can create a new template from the notification. The selection brings to the screen the form used to create the template, in which you enter:

• The name of the template

• Description of the template

• We choose to whom the template will be distributed

• Attachment files can be attached to the template

NOTE! attachment files appear on the front page of the template, not the template attachments and links inside the template.

Open

IMAGE: Editing information for the template, mandatory information is the name and description

Do you want to create your own template or a shared template?

• Not shared 

  • You only make a template for your own procurement unit 

• Distributed to all procurement units

  • You make a template that is distributed to all procurement units 

• Distributed to selected procurement units

  • You select the procurement units to which you want to distribute the template with the "Select procurement units" button 

  • Search (1) or select the procurement unit from the list to which you want to distribute the tender request with the ">" (2) button, or select all at once (3). After this, a box also opens on the right (with the title: Procurement units to which the document has been distributed) 

    • The selected procurement units are shown in the list on the right. If you want to remove a procurement unit from the list, select it from the list on the right and return to the "Found procurement units" list by clicking the transfer button 

• When the procurement unit has moved to the right-most box, press the pop-up window on the upper right corner

• The view returns to the "Copy as template" view (the same one that was selected for the selected procurement units)

• Click save and the system will notify you that the save was successful

IMAGE: Choose to whom the template will be distributed, you can search for the procurement unit by entering part of the procurement unit's name in the text field

Use the template as the basis for a new announcement

Templates can be found in the "My templates" or "Shared templates" notification folders. Select the folder and below it the template that you want to view or use as the basis for a new notification.

Own templates

• All information of the template can be viewed

• All information in the template can be modified

• The name, description, visibility and files of the template can be modified

• An internal discussion related to the template can be held

• The template can also be removed

Open

Shared templates

• The folder view lists the header information of all shared templates, as well as the latest shared templates

• The template information can be viewed by clicking on one of the template information from either list

• From the menu button in the "Latest shared templates" list, you can copy the template directly to your own templates or view the template in PDF format

When a template is selected from the list, you can:

• View template documents

• Have a public discussion

• Open the announcement in PDF/HTML format

• Starts making a new announcement based on the model

• Copy the template as your own template