You now have the possibility to set as default the template that you are using most often.
When you will create a new project, the set template as default will be prompted and preselected.
Please note that you can have only one default template at the same time.
Steps to be followed:
- Go to My Account
- Go on My Tender Templates tab
Click on Set as default icon to set as default the template that you are usually using.
Using only this setup, a pre-selection of the default template from the list of all active templates is taking place so that the you just have to click on button Apply to create new projects.
You can still decide at this stage to select another template
As soon as the template is defined as Default a new function “Use on project creation” is displayed. After clicking that button the template is marked as Creation in the corresponding column.
If needed the default template can be changed by clicking the Unset as default icon
In this example the project template Local Tender Template is defined as default AND for project creation. Now when you click on the button NEW from the project list, then the project is automatically created with this template.
For any further questions do not hesitate to contact us.