Here you can create a template (also referred to as a type) with associated clauses (if desired). All tenders/contracts must belong to a type. When a tender is created, the clauses associated with it's assigned type will automatically be linked to the tender. This form has 2 main sections: (1) Define a header for a type/template, (2) Define it's profile (attach Clauses to the type).

• Create a Type - Make sure you have selected the Header Tab, then click New.
  
  Enter a Title, Description, and a Document Prefix (max 3 characters).
  
  Click Save to save the header. It's title will be added to the selection list.
  
  Note: Changing the document prefix, or associated Clauses of a Type will not affect existing Tenders. A Type is only applied against New Tenders when they are created. It does not retroactively change them.
  
  
• Edit Header - Simply make the desired changes in the fields available in the Header Tab, and click Update.



• Delete Type - Select the type from the list and click Delete, it will be marked for deletion and no longer be visible in the active list. To Permanently Delete a type, select View Deleted Tenders, select the tender to remove and click Purge.
  
  Note: Existing Tenders which belong to that type will no longer display that fact on the Tender Maintenance form. There will be no other effect on an existing tender.
  
  To Undelete a type, select View Deleted Tenders, in the Header Tab uncheck the Marked for Deletion box, and click Update.
  
  

• Edit Profile - Click the Profile Tab. To add a Clause to the profile, select in in the bottom list and click the Add button (Up arrow ) or simply double-click the item in the list.
  
  To Remove a Clause from the profile, select in in the top list and click the Remove button (Down arrow ) or simply double-click the item in the list.
  
  Note: Changing the associated Clauses of a Type will not affect existing Tenders. A Type is only applied against New Tenders when they are created. It does not retroactively change them.