In the Templates menu, message templates can be created for all users within the organization account. Templates can be created for various activities, see the overview at the bottom of the page.
Create message template
The Manage message templates right is required. The organization administrator can assign this right.
Go to Templates in the right-hand menu and click on the Messages tab.
Click on Add.
At Template type, select the type of template that you want to create.
Enter the subject.
You can format the message in the text box.
Use placeholders so that information is filled in automatically based on a linked tender, contract, recipient or sender.
Select the icon in the text editor.
From the menu you then add the desired placeholders to the message.
The template can now be used by all users in your organization for the selected action in the template.
When you prepare your own template for your organization, the standard template of Negometrix3 will be cancelled.
If only one template has been created for a specific promotion 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 action, the user is asked to select one of these templates when performing that action.
|Template sort||When to use|
|Additional templates||A stand-alone template|
|Intended decision||A message sent from the Award communication tab in a tender.|
A message sent from the Award communication tab in a tender.
|Message for admission ongoing selection.||A message sent from an ongoing selection phase about admission.|
|Message for rejection ongoing selection||A message sent from an ongoing selection phase about a rejection.|
|Invitation to tenders||A message sent to suppliers for an invitation to tender.|
Reminder for evaluators
A message sent to evaluators as a reminder to complete evaluations.
|Tender reminder message||A message sent as a reminder of a date in the planning of a tender.|
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 tender from a purchase request|
A message sent to the applicant in response to the creation of a tender from a purchase request.
|Message for admission to qualification system||A message sent from a Qualification System about admission.|
|Message for rejection in qualification system||A message sent from a Qualification System about the rejection.|