This checklist is intended to provide you with a brief outline what you will need to do to create your documents with the TDS system.

1. Access the Setup form to define the locations of the output directories, the database file, and the company's logo file.
   
   Make sure that these directories & files are already in place before users try to create documents with the system.



2. Use the Address form to fill in the company's mailing address, which will be included in the tender documents.



3. Create a user account in the User Maintenance form to permit individuals to access the system. Set a default password (users can change their own password from the File menu on the main screen).


Provide the new user with the appropriate level of access:
• ADMIN - Administrator Account. Permits access to all forms.
• USER - User Account. Permits full access to functional forms only, it does not allow the user to access the Control module.
• QUERY - Query Only Account. Permits access to the same forms as USER, but does not allow for updating the database or producing documents



4. Use the Template form to create Templates for automatically linking specified Clauses to a Tender based on it's selected type. A Template is only applied when a new Tender is created (a Template cannot be applied to a previously existing Tender).
   
   

1. In the Clause Maintenance form, create or edit the clauses which will be included in a contract or tender document.



2. In the Letter Maintenance form, create or edit the cover letter(s) which will be included with a contract or tender document. (Optional)



3. Create or edit the vendors/clients, if necessary, in the Vendor Maintenance form.



4. Define a new tender in the Tender Maintenance form. If this tender will be of a predefined type (ie. a template with a set of clauses which will be assigned to a tender by default) that has not been created, goto the Tender Types form (in the "Open" menu) to create/customize a type & link clauses to the template.



5. Use the Build form to link/unlink clauses, vendors, and letters to a particular tender. From here you can open the Make Documents form to write out a tender and/or the cover letter(s) linked to it.



6. Use the Response form to keep track of Vendor's responses to each Tender. You can save the date of a response, bid amount, details, and contact information.
   
   

• Changing your password - From the main screen, select Change Password from the File menu. You will be promted to enter your new password twice, and click Save. If the password is confirmed, it will be effective the next time you log in.



• If the program is unable to locate it's database when logging in, it will open a 'File Open' box so that you can browse for & select the proper database file on your PC or on your network. It will then proceed to connect to the database and start the application.



• View the TenDoc Install.doc file for information regarding setting up the application on a stand-alone machine, a shared network installation, and for other requirements and issues.