Creating a Scope Template from an Existing Completed Document

Learn how to convert a completed document into a reusable Scope Template so you can use it for future bid packages.

Steps

1. Go to the Bid Packages workspace.
2. In the left navigation, click Library → Completed Docs.
   The Completed Documents list opens.
3. Select the document you want to use to create a Scope Template.
   The completed document opens in preview mode.
4. Click the Actions button at the top right.
5. Select Create a Template from the dropdown menu.
6. In the popup window, enter the Template Name.
7. Click Continue.
8. Your new Scope Template is created in DRAFT mode.
   This allows you to review and edit it. When ready, publish it to make it available for future use.
9. After publishing, go to Library → Templates and open the Published tab.
   You will see your template listed there.

💡 Tip:

•  After reviewing or editing the template, publish it when ready so it can be used to create new bid package documents.

BP-056