Construction standard forms

Overview

Construction standard forms generates country-specific authority forms for works pursuits β€” eligibility declarations, DUAE, financial offer forms, and dozens of templates in the country pursuit profile. Forms auto-fill from team settings and pursuit offer data, then export to Documents library.

Requires works pursuit type and a supported country rule set (e.g. Romania with forms across qualification, technical, and financial volumes).

Tip: Before bulk export, confirm you have:

  • Pursuit type = works and country set on Overview

  • All three Team settings core sections complete

  • Financial offer priced for Vol. III totals

  • Uploaded authority form PDFs for Classify workflow (optional)

  • Legal review scheduled β€” auto-fill is not sign-off

Caution: Bulk Export all pending with empty banking leaves "complete" placeholders across every form.


When this module appears

Pursuit type

Sidebar

Works

Documentation β†’ Construction standard forms (often first in works ordering)

Supplies / Services

Hidden


How to open

Path

Steps

Pursuit sidebar

Documentation β†’ Construction standard forms

Final checkup

Download construction archive


Layout

Flow diagram

Header stats

Badge

Meaning

Country

Pursuit country

Total templates

Profile count

Generated

Exported count

Pending

Not yet generated

Legislation

Legal references

Form list by volume

Volume

Typical content (Romania example)

Qualification (Vol. I)

Eligibility, DUAE

Technical (Vol. II)

Technical declarations

Financial (Vol. III)

Price forms, BOQ summaries

Detail panel

Element

Description

Description

Legal basis

Template names

Source DOCX

Auto-fill sources

Profile, legal rep, banking, offer

Preview

If generated

Generate

Single form export


Key actions

Action

Result

Select form

Show detail

Generate single

One DOCX to library

Export all pending

Bulk generate

Classify authority forms

AI map uploads to templates

Stop classification

Cancel task

Open in documents

Jump to library file

Classification workflow

```mermaid

sequenceDiagram

participant U as User

participant F as Standard forms

participant AI as Classification

participant D as Documents library

U->>F: Start classification

AI-->>F: Matched templates

U->>F: Export pending

F->>D: Generated files

```

Bulk export

Progress on button while generations run β€” wait before leaving page.


Numbered workflow β€” works documentation pack

  1. Set works + country on overview.

  2. Complete team settings.

  3. Price BOQ in Financial offer.

  4. Upload authority PDFs to library.

  5. Optional: Classify authority forms.

  6. Review matches.

  7. Export all pending.

  8. Open each in Document editor β€” filler + review.

  9. Final checkup + construction archive download.


Auto-fill source chain

Flow diagram

Empty and processing states

State

UI

Loading

Placeholder rows while data loads

Load error

Retry

No country

Set country empty state

Unsupported country

No rule set message

Classifying

Scanning indicator

Bulk generating

Disabled actions


Downstream dependencies

Output

Used by

DOCX in library

Document editor

Field values

Team settings + offers

Completion

Final checkup, archive ZIP


Edge cases

Situation

Action

Wrong country profile

Fix overview country before export

Partial generation failure

Retry failed forms individually

Totals mismatch

Re-save financial offer

Classification no match

Manual template pick


FAQ

Supplies pursuit β€” where are forms?

Use Document templates + library β€” not this module.

Regenerate after settings change?

Re-generate affected forms; old files remain until deleted.

DUAE auto-fill?

Depends on country profile field mapping.

Archive vs library?

Archive is checkup ZIP; library is living folder.

Classify credits?

AI classification may consume credits.

Multiple languages?

Templates per language in team knowledge.


  • Financial offer

  • Documents library

  • Document editor

  • Company profile

  • Final checkup

  • Pursuit overview