In the Templates menu, message templates can be created for all users within the company's account. Templates can be created for various types of messages, see the overview at the bottom of this page.
Create message template
The Manage message templates right is required. The company administrator can assign this right.
- Go to Templates in the right-hand menu and click on the Messages tab .
- Click Add.
- Select the type of template you want to create in the Template type.
- Enter the subject (title).
- You can format the message in the text box.
- Use placeholders so that information is automatically entered based on a linked solicitation, contract, recipient or sender.
- Select the
icon in the text editor . - From the menu you then add the desired placeholders to the message.
- Select the
- Click Save .
The template can now be used by all users in your organization for the selected action in the template.
Important
When you prepare your own template for your organization, the standard template of Negometrix3 will no longer be used
If only one template has been created for a specific use in Negometrix3, this template will always be automatically selected for all users when performing this action. If multiple templates have been created for a specific use, the user is asked to select one of these templates when performing that action.
Template types
| Template type | When to use |
| Other templates | A stand-alone template. |
| Intended decision | A message sent from the Award communication tab in a tender. |
| Final decision | A message sent from the Award communication tab in a tender. |
| Message for admission continuous selection | A message sent from a Ongoing selection phase about approval. |
| Continuous selection rejection message | A message sent from a Ongoing selection phase about the rejection. |
| Invitation to solicitation | A message sent to vendors for an invitation to solicitation. |
| Reminder for evaluators | A message sent to evaluators as a reminder to complete evaluations. |
| Solicitation reminder message | A message sent as a reminder of a date in the schedule of a solicitation. |
| Contract reminder message | A message sent as a reminder of a date in a contract. |
| Contract message | A message sent to the participants in a contract. |
| Purchase Request Status Change | A message sent to the applicant in response to a change in the status of a purchase request. |
| Message regarding creating a solicitation from a purchase request | A message sent to the applicant in response to the creation of a Solicitation from a purchase request. |
| Message for admission to qualification system | A message sent from a Qualification System about approval |
| Message for rejection in qualification system | A message sent from a Qualification System about the rejection. |