Setup is required before you may maximise TenderBoard's Contract Management feature. 

First setup is building the form with the relevant fields you require - this is usually done by your admin.


1. Click on LOGIN

Click on LOGIN


2. Log in with your credentials


3. Click on MANAGEMENT

Click on MANAGEMENT


4. Click on Form Designer

Click on Form Designer


5. Click on the CONTRACT MANAGEMENT tab

Click on CONTRACT MANAGEMENT form


6. Click on  ADD GROUP

Click on  ADD GROUP


7. Type out the title of the form

Type title of the form


8. Click on CONFIRM

Click on CONFIRM


9. Click on the actions button

Click on the actions button


 

10. Click on Add Purchase Request Field to add fields to the form

Click on Add Purchase Request Field to add fields to the form


11. Check the necessary fields to carry from the Purchase Request form

Check the necessary carry fields from the purchase request to obtain the relevant data


12. Click on CONFIRM

Click on CONFIRM


13. Click on the actions button 

Click on actions button


14. Click on Add System Field

Click on Add System Field


15. Check the necessary system fields to be reflected on the form as well

Check the system fields to be reflected under that requirement field


16. Click on CONFIRM

Click on CONFIRM


17. Click on SUBMIT

Click on SUBMIT


18. This window may appear; it is the coded format of your form - click on Confirm

Coded details will be reflected - click on Confirm


19. Click on CONTRACT MANAGEMENT tab to double-check the details of the form you have setup

Click on CONTRACT MANAGEMENT



Proceed to setting up your approval workflow or learn how to maximise the Contract Management feature.


If the above does not help to solve your issue, you may also contact our Customer Support team at [email protected].