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
2. Log in with your credentials
3. Click on MANAGEMENT
4. Click on Form Designer
5. Click on the CONTRACT MANAGEMENT tab
6. Click on ADD GROUP
7. Type out the title of the form
8. Click on CONFIRM
9. Click on the actions button
10. Click on Add Purchase Request Field to add fields to the form
11. Check the necessary fields to carry from the Purchase Request form
12. Click on CONFIRM
13. Click on the actions button
14. Click on Add System Field
15. Check the necessary system fields to be reflected on the form as well
16. Click on CONFIRM
17. Click on SUBMIT
18. This window may appear; it is the coded format of your form - click on Confirm
19. Click on CONTRACT MANAGEMENT tab to double-check the details of the form you have setup
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 support@tenderboard.biz.