---
title: "Create and manage template"
canonical: "https://support.mercell.com/space/MSTC1/196163372090/Create%20and%20manage%20template"
format: markdown
---
To create or modify a template in Mercell Source-to-Contract, you must have the appropriate permissions. The organization administrator can grant these rights within User rights in the Organization settings. 

## Create and manage templates

1. Go to **Organization settings** at the bottom left of the screen.
2. And then click on **Tender management**.
3. Here you choose **Templates**.

![afbeelding-20240618-135018.png](media://b0dd132a-e787-4e28-885d-28207b05c782)


By clicking on the template type, you will see the available templates and can edit them. You can also add new templates here via Add. After saving a template, your colleagues can use the modified template. 

In this article, we explain the following templates in more detail.

## To inform

1. Click **Messages** to view and edit all message templates.
2. In the list of messages, click on the message you want to edit and adjust the text.

## Invitation provider

1. Click **Provider Invitations** to view and edit all templates.
2. In the list of messages, click on the message you want to edit and adjust the text.


## Schedule

1. Open the schedule you want to edit.
2. Then there are several elements that you can adjust.


### Add Event

1. Click **Add Event** and choose from three options: **Vault Opening, Price Review**, or **Event**.
2. Then enter a date and time. You always set this in relation to an already added date or the start date of the tender.


### Customize event

You can also adjust events that have already been added in the schedule.


### Add Round

In addition to events, you can also add full rounds. Consider a selection phase and quotation phase. Click on the three dots next to **Planning** and choose **Add round**.


### Bulk Adjustments

If the schedule is full of dates, you can also adjust these in bulk. Choose the three dots next to **Add event** and select **Bulk adjustments**.

You can then adjust multiple dates and times in one go.



## Questionnaires

1. Click **Questionnaires** to view and edit all templates.
2. Choose the template you want to customize by clicking on it.
3. You can change the names and descriptions via **Edit** and the pencil icon. Open a question group to adjust specific items. Choose **Add** to add question groups.
4. In a question group you can adjust questions individually, rewrite texts, or add new questions.

***For example, choose the pencil icon next to a question to adjust the text, change a linked document or supplement it with other documents (via **Upload**). Save confirms the operation.

5. After you save your edit, the new template will be live for everyone to use.


## Rating scales

1. Click **Rating Scales** to view and edit all templates.
2. Here you change existing rating scales or add new ones via **Add**.
3. When creating an assessment scale, you enter a name, choose the type of scale and set the options with score and any explanation.


## Assessment and Award

Within Assessment and Awarding you draw up standard documents that you share after assessing the tender. Open **Assessment and Award** to view and edit the list of templates.

1. Open a template and you'll see the text drawn up for it.
2. Change the name or description at the top of the page.
3. Choose **Change** under Content to adjust the text.


### Adjust content

You can adjust the content of the document in the word processor. Here you write the text and set your formatting.


#### Placeholders

Within the word processor you can choose from various placeholders that automatically load data from the tender. Consider information about the tender, the assessors and results of the assessment.