Document Templates

Viewpoint provides the standard templates for sending bid invitations, addendums, and notifications to contacts on your bid lists.

These include:

  • Invitation to Bid

  • Addendum

  • Notification

These templates cannot be deleted or modified, but you can copy one using PM Copy Document Template and then modify the copy using PM Create & Send Templates .

Click here for an overview on creating a customized document template using a standard template.

Overview: Create a custom template using a standard template

Overview: PC Potential Project to PM Project

PM Create & Send Templates

PM Copy Document Template