This article shows you as an organization administrator how to reuse documents and terms text.
Document templates
Under Settings you find Document Templates. Here you add documents that are used again, for example a requirement specification or a standard agreement document.
The template can be pulled in when you create a procurement or a contract, instead of uploading the same file over again.
Standard terms
Standard terms is terms text that should follow your agreements. Adding it here saves you remembering to attach it manually.
💡 Tip: Review the templates once a year. A template that is out of date spreads the old wording to everything you do, and the mistake gets harder to find the longer it sits.
Assessment templates
Under Assessment Templates you set up fixed formats for assessing suppliers, so the assessments stay comparable over time.
Next
See Procurement templates for whole setups.