---
title: "Mercell CTM quick video guides"
canonical: "https://support.mercell.com/space/ESU/122514768370/Mercell%20CTM%20quick%20video%20guides"
format: markdown
---
> Macro (toc)
### **General System Areas:**
**Departments and Workspaces**
This covers a simple overview of what Workspaces are in the system and how they work from a USER perspective (NOTE creation and management is in the Admin section above):
[Departments & Workspaces - 5 minutes](https://f.hubspotusercontent00.net/hubfs/4624051/Mercell%20UK/UK%20CTM%20Training%20Videos/Departments%20&%20Workspaces%20-%205%20minutes.mp4)
**Login & Home Screen**
This covers a simple overview of the Login Area and Home Screen including all on-screen links and areas typically for new users to become familiar with:
[Login & Home Screen - 9 minutes](https://f.hubspotusercontent00.net/hubfs/4624051/Mercell%20UK/UK%20CTM%20Training%20Videos/Login%20&%20Home%20Screen%20-%209%20minutes.mp4)
.
**Supplier Portal**
This covers the Supplier Portal including an overview, tender searching and how to participate and respond to a tender. This video is aimed for suppliers and can be sent to them to view:
[Supplier Portal Overview - 17 minutes](https://f.hubspotusercontent00.net/hubfs/4624051/Mercell%20UK/UK%20CTM%20Training%20Videos/Supplier%20Portal%20Overview%20-%2017%20minutes.mp4)
### **Administration Areas:**
** **
**Company Administration Area (part 1) – Company Information and Buyer Profiles**
This covers the Administration area from the Home Screen and the two sections Company Information and Buyer Profiles. These are important to populate correctly as information held here will pre-populate other areas of the system and determine email notifications etc:
[Admin - Company Administration Area (part 1) - Company Information and Buyer Profiles - 6 minutes](https://f.hubspotusercontent00.net/hubfs/4624051/Mercell%20UK/UK%20CTM%20Training%20Videos/Admin%20-%20Company%20Administration%20Area%20(part%201)%20-%20Company%20Information%20and%20Buyer%20Profiles%20-%206%20minutes.mp4)
**Company Administration Area (part 3) – Questionnaire Templates**
This covers how to create your own common SQ or similar style questionnaire in the Administration area so you can save them as a template allowing other users to easily drop them into their tender projects when required:
[Admin - Company Administration Area (part 3) - Questionnaire Templates - 8 minutes](https://f.hubspotusercontent00.net/hubfs/4624051/Mercell%20UK/UK%20CTM%20Training%20Videos/Admin%20-%20Company%20Administration%20Area%20(part%203)%20-%20Questionnaire%20Templates%20-%208%20minutes.mp4)
**Creating & Managing system Users**
This covers the creation, setup, management and deletion of system users:
[Admin - Creating and Managing Users - 12 minutes](https://f.hubspotusercontent00.net/hubfs/4624051/Mercell%20UK/UK%20CTM%20Training%20Videos/Admin%20-%20Creating%20and%20Managing%20Users%20-%2012%20minutes.mp4)
**Creating / Overview of Departments and Workspaces**
This covers how to create new Department Workspaces and how the users are assigned to their relevant team or area:
[Admin - Creating and Overview of Departments & Workspaces - 8 minutes](https://f.hubspotusercontent00.net/hubfs/4624051/Mercell%20UK/UK%20CTM%20Training%20Videos/Admin%20-%20Creating%20and%20Overview%20of%20Departments%20&%20Workspaces%20-%208%20minutes.mp4)
**Custom Checklists with Approvals (****WITHOUT**** Tasks)**
This covers how an Administrator can tailor their workflow checklists, create new checklists to work with the existing procurement process and create bespoke milestone or approval points in the checklist. **NOTE; this version is WITHOUT using the Tasks function** which is covered in the next video IF required:
[Admin - Custom Checklists and Approval Points (with Tasks) - 13 minutes](https://f.hubspotusercontent00.net/hubfs/4624051/Mercell%20UK/UK%20CTM%20Training%20Videos/Admin%20-%20Customised%20Checklists%20and%20Approval%20Points%20(with%20Tasks)%20-%2013%20minutes.mp4)
**Custom Checklists with Approvals (****WITH**** Tasks)**
This covers how an Administrator can tailor their workflow checklists, create new checklists to work with the existing procurement process and create bespoke milestone or approval points in the checklist. **NOTE; this version involves using the Tasks area and how Task Templates can be created then applied to the Approval Points for greater control and Audit.** The video above covers a similar process but WITHOUT Tasks IF required:
[Admin - Custom Checklists and Approval Points (without Tasks) - 8 minutes](https://f.hubspotusercontent00.net/hubfs/4624051/Mercell%20UK/UK%20CTM%20Training%20Videos/Admin%20-%20Customised%20Checklists%20and%20Approval%20Points%20(without%20Tasks)%20-%208%20minutes.mp4)
** **
**Supplier Tender Access Conditions**
This covers how to set up and manage the ability to force supplier to agree to some kind of NDA or Confidentiality statement, creating a workflow barrier which sits between them Expressing Interest in a tender and them accessing the Tender Documents and Response area:
[Admin - Supplier Tender Access Conditions (NDA Template) - 8 minutes](https://f.hubspotusercontent00.net/hubfs/4624051/Mercell%20UK/UK%20CTM%20Training%20Videos/Admin%20-%20Supplier%20Tender%20Access%20Conditions%20(NDA%20Template)%20-%208%20minutes.mp4)
### **eTendering Areas:**
**Tender Creation Overview – FTS**
This covers how a user creates a full FTS Open tender form start to finish including a short overview of what the supplier sees and how they respond:
[Tender Creation Overview - FTS - 28 minutes](https://f.hubspotusercontent00.net/hubfs/4624051/Mercell%20UK/UK%20CTM%20Training%20Videos/Tender%20Creation%20Overview%20-%20FTS%20-%2027%20minutes.mp4)
**Tender Creation Overview (part 1)**
This covers the above FTS video but split to show only the creation and supplier portion:
[Tender Creation Overview Part 1 - FTS - 24 minutes](https://f.hubspotusercontent00.net/hubfs/4624051/Mercell%20UK/UK%20CTM%20Training%20Videos/Tender%20Creation%20Overview%20Part%201%20-%20FTS.mp4) (creating tender and supplier responding)
**Tender Creation Overview (part 2)**
This covers the above FTS video but split to show on the buyer reviewing responses / bids:
[Tender Creation Overview Part 2 - FTS - 4 minutes](https://f.hubspotusercontent00.net/hubfs/4624051/Mercell%20UK/UK%20CTM%20Training%20Videos/Tender%20Creation%20Overview%20Part%202%20-%20FTS.mp4) (reviewing supplier responses)
**Add extra STEPS / STAGES to a tender project**
This covers how a user can add further Steps / Stages to a tender that is either being created or already live:
[Add extra Steps / Stages to a tender project - 7 minutes](https://fs.hubspotusercontent00.net/hubfs/4624051/Mercell%20UK/UK%20CTM%20Training%20Videos/Add%20extra%20STEPS%20%20STAGES%20to%20a%20tender%20project%20-%207%20minutes.mp4)
**Responding to Bids / Opening Process**
This covers how a user, assigned as part of an Opening Committee, can officially OPEN a tender project as per an audited Opening Ceremony process:
[Responding to Bids / Opening Process - 7 minutes](https://fs.hubspotusercontent00.net/hubfs/4624051/Mercell%20UK/UK%20CTM%20Training%20Videos/Responding%20to%20Bids%20%20Opening%20Process%20-%207%20minutes.mp4)
** **
**Quick Quotes / RFQ’s**
This covers how to run a simple price-only Quick Quote / RFQ in the system typically mirroring a common sub £20k style ‘3 prices back from suppliers’ scenario:
[Quick Quotes (general version) - 8 minutes](https://f.hubspotusercontent00.net/hubfs/4624051/Mercell%20UK/UK%20CTM%20Training%20Videos/Quick%20Quotes%20-%208%20minutes.mp4)
** **
** Searching and Managing Suppliers**
This covers how a user can search for suppliers in the system and options of how to attach them into tender projects or competitions including pre-registering or inviting suppliers:
[Searching & Managing Suppliers - 9 minutes](https://f.hubspotusercontent00.net/hubfs/4624051/Mercell%20UK/UK%20CTM%20Training%20Videos/Searching%20&%20Managing%20Suppliers%20-%209%20minutes.mp4)
**Questionnaires – Step by step creating**
This covers how the user can create and attach any style of questionnaire such as an SQ or qualifying questionnaire (NOTE not complex Evaluation style) to a tender project. Also covers how to draw from a library of pre-created questionnaires that may be stored in the system by the Administrator:
[Questionnaires - Creating and Benefits - 10 minutes](https://f.hubspotusercontent00.net/hubfs/4624051/Mercell%20UK/UK%20CTM%20Training%20Videos/Questionnaires%20-%20Creating%20and%20benefits%20-%2010%20minutes.mp4)
**Questionnaires – Importing from XL or Word**
This covers how to create questionnaires, as above, but rather by importing from XL or Word instead of creating each question one by one.
[Questionnaires - Importing from XL or Word - 14 minutes](https://fs.hubspotusercontent00.net/hubfs/4624051/Mercell%20UK/UK%20CTM%20Training%20Videos/Questionnaires%20-%20Importing%20from%20XL%20or%20Word%20-%2014%20minutes.mp4)
**e-Evaluation – Part 1 Setup (basic version)**
This covers the setup of a single-person evaluation process including creation of the evaluation scoring and settings from the checklist mid-tender creation. This is to achieve an end result of one evaluator who would enter the scores and comments when evaluating.
[Basic evaluation part 1 – 5 minutes](https://info.mercell.com/hubfs/Mercell%20UK/UK%20CTM%20Training%20Videos/Basic%20Evaluation%20Part%201%20-%205%20minutes.mp4)
**e-Evaluation – Part 2 (basic version)**
This covers the process of the single-person evaluator evaluating supplier bid responses, entering scores, adding comments and how the user works through the process to the end result.
[Basic evaluation part 2 – 7 minutes](https://info.mercell.com/hubfs/Mercell%20UK/UK%20CTM%20Training%20Videos/Basic%20Evaluation%20Part%202%20-%207%20minutes.mp4)
**Advanced e-Evaluation – Part 1 - Setup**
This covers the process of setting up a team evaluation (multiple evaluators), from the creation of questions and weightings through to publishing the tender opportunity
[Advanced Evaluation part 1 – 6 minutes](https://info.mercell.com/hubfs/Advanced%20Evaluation%20(Part%201%20-%20Setup).mp4)
.
**Advanced e-Evaluation – Part 2 - Evaluating**
This covers the process of logging is as an evaluating, reviewing documents/answers and assigning scores to supplier responses
[Advanced Evaluation part 1 – 6 minutes](https://info.mercell.com/hubfs/Advanced%20Evaluation%20(Part%202%20-%20Evaluating).mp4)
.
**Advanced e-Evaluation – Part 3 - Finalising**
This covers the process of reviewing evaluators scores/comments and assigning the consensus scoring to supplier responses. You will also see how reports can be obtained post evaluation.
[Advanced Evaluation part 1 – 5 minutes](https://info.mercell.com/hubfs/Advanced%20Evaluation%20(Part%203%20-%20Finalise).mp4)
.
**Document Drag & Drop**
This covers how a user can easily attach documents to a tender using the ‘Drag & Drop’ function for ease and to copy entire folder structures mirroring a typical ‘Windows Desktop’ style view:
[Document Drag & Drop - 4 minutes](https://f.hubspotusercontent00.net/hubfs/4624051/Mercell%20UK/UK%20CTM%20Training%20Videos/Document%20Drag%20&%20Drop%20-%204%20minutes.mp4)
### **Contract Management Areas:**
**Overview and Creating**
This covers a general overview of the Contract Management area along with how to create a contract record.
[Contract Management - Overview and Creating - 23 minutes](https://fs.hubspotusercontent00.net/hubfs/4624051/Mercell%20UK/UK%20CTM%20Training%20Videos/Contract%20Management%20-%20Overview%20and%20Creating%20-%2023%20minutes.mp4)
** **
**Adding suppliers to contracts**
This covers a simple overview of how to add a supplier to a contract record either from one that has been created and is awaiting a supplier to be attached to it, or adding a supplier to contracts following a bulk import of your current contracts register.
[Adding Suppliers to Contracts - 5 minutes](https://fs.hubspotusercontent00.net/hubfs/4624051/Mercell%20UK/UK%20CTM%20Training%20Videos/Contract%20Management%20-%20Adding%20Suppliers%20to%20Contracts%20-%205%20minutes.mp4)