- From the Prequalification menu of the Navigation Bar, select Form Templates.
The Form Templates page displays. - Select the + (green plus sign).
An Add/Edit Form Template dialog box appears. - Enter a name for the Form Template.
Notes:
- This is a required field.
- This name displays in the Submitter workspace as the title for a prequalification form.
- (Optional) Select Require Vendor approval on submissions if an Approver should review and select a prequalification status.
- (Optional) To require a signature on the form, select Print and Sign Final Request.
Additional optional fields appear.- Upload an image to use as a logo on forms.
- Add a title.
- Enter text to display in the header of the form.
- Enter text to display in the footer of the form.
- Select Save.
A Form Template was saved successfully message appears at the bottom of the page.