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Create Documents Form
Writing your data into a Word Document.
- Make Cover Letters - The file name for the letter document is displayed on the top-left of the screen.
To create the letter document, click the Make Letters button. You will be prompted to shut down all
open sessions of MS Word. You must do so before continuing. Otherwise the
document generation process will conflict with the open Word session and cause errors in the file, and potentially
stop the application.
If the current tender has more than one letter linked to it, each linked letter will be included within the same
document, and will be addressed to each linked vendor. For example, if 2 letters and 3 vendors are linked to the
tender, both letters will be made for each of the 3 vendors for a total of 6 pages (assuming each letter fits on
a single page). They will be sorted by vendor.
- Make Tender Document - The file name for the tender document, it's title, and close date are displayed
on the right side of the screen. To create the tender, click the Make Tender button. You will be prompted to
shut down all open sessions of MS Word. You must do so before continuing. Otherwise
the document generation process will conflict with the open Word session and cause errors in the file, and potentially
stop the application.
Regardless of the number of vendors linked to a tender, only one copy of the tender document will be generated.
It will not be addressed to a specific vendor, being a generic document which is applicable to all.
- Contact Information - This is the name and contact information that will be included in the tender
document. It is defaulted to the user who created the tender, but can be overidden by selecting a different user
from the list (only users with ADMIN profiles will be permitted to do so).
To change the person whose name and title will appear on a cover letter, do so on the Letter Maintenance
form.
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