14.04.00 Changing the Quick Bid Proposal Templates Folder

By default, Quick Bid stores all proposal templates in C:\OCS Documents\Quick Bid\Templates.  Some users may want to use a different location (for example, if multiple estimators use a shared SQL database, it makes more sense to store the templates in a centrally located place such as a network drive.

• The following steps require editing the Windows Registry. Modifications to the Windows registry, if not done correctly, can cause serious problems to a Windows system.  If necessary, please contact an IT Professional to assist you.  Only a Windows Administrator can perform Registry edits correctly.

To change the default location of the Bid Proposal Templates,

• Save customized Bid Proposal Templates to the desired location
• Close Quick Bid
• Open the Window's Registry Editor  (see your Windows Help support documentation or contact Microsoft for assistance with this - the steps are a little different in every version of Windows) - be sure to run the Registry Editor with Administrator privileges
• Once the Registry Editor opens, browse to the following key:
• • HKEY_CURRENT_USER\Software\On Center Software\Quick Bid 4.0\Settings

• In the Name window, double-click TemplatesPath, a dialog box opens
• In the "Value data:" field type the new path to the Templates directory  (be sure to include the 'closing' backslash in the folder name.  For example, if you were moving your templates to "C:\Folder", you would enter "C:\Folder\" - without the backslash, the program will not work properly.
• Click OK

• If the Templates directory is on a server, you must use a MAPPED DRIVE LETTER instead of the server name. For Example, "T:\Quick Bid\Templates" instead of "\\Server\Quick Bid\Templates". For additional information on mapping a network drive, refer to  Microsoft Help and Support document: Article ID: 308582.

• Once the path is entered, Close the Registry Editor
• Launch Quick Bid
• Click on the Proposals button on the Main toolbar

The Template Name field now contains the Bid Proposal Templates from the location specified in the Registry.

• This setting is stored for the Current User only, this procedure must be repeated for all users on the PC and all other network users who wish to share this templates folder.

To 'add' the original templates to the list, you will need to place a copy of the three "*.dot" files from C:\OCS Documents\Quick Bid\Templates in the new location.

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