COBBLESTONE SOFTWARE
Contract Insight — User Guide
Auto-Generate Template Document
03. Admin User Manual › Workflow Management › Auto-Generate Template Document
Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.
1. Overview
Workflow tasks in this environment can still auto-generate a document template, matching the legacy behavior. The workflow "01. All Contract Types - Prepare for Review" states directly on its Overview tab, under "AND ONCE ANSWERED": "Prepare for Review generates ABC Consulting Template as soon as it's created." On the workflow's Tasks tab, the same task's WHEN ANSWERED column summarizes this as "3 field changes · 1 document," confirming that answering the task both updates fields and triggers a document generation, configured from the task's own edit screen in Workflow Manager.
2. Key Elements
- Configured per task inside a workflow's Tasks tab in Workflow Manager (Administration > Workflows)
- A task's Overview description states plainly when this fires, e.g. "[Task] generates [Template Name] as soon as it's created"
- The Tasks tab's WHEN ANSWERED column summarizes a task's field changes and document-generation count together (e.g. "3 field changes · 1 document")
- Example observed live: workflow "01. All Contract Types - Prepare for Review," task "Prepare for Review," generates the "ABC Consulting Template" document package
3. Quick Reference Summary
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