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File management

TemplateFox for your Agent

Flow can find and read files in TemplateFox, and with read and write access it can save its drafts there.

It asks for your approval before it changes anything in TemplateFox. Connect with an API key from your TemplateFox account.

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Find our latest ISO 9001 certificate in TemplateFox and attach it to the bid.

Connect TemplateFox in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect TemplateFox.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for TemplateFox.

What Flow can do depends on what TemplateFox offers through its API and on the access you choose.

Things to ask

Type these to Flow once TemplateFox is connected.

  • TemplateFox

    Find our latest ISO 9001 certificate in TemplateFox and attach it to the bid.

  • TemplateFox

    Save the filled technical offer to the tender folder in TemplateFox.

About TemplateFox

TemplateFox is a template-driven service for generating PDFs and images from reusable templates. It helps teams automate templated documents, manage versions, and store outputs reliably.

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