---
title: "Auto-Generate Template Document"
slug: "auto-generate-template-document-1"
updated: 2026-08-27T20:00:31Z
published: 2026-09-23T12:58:39Z
canonical: "wiki.cobblestonesoftware.com/auto-generate-template-document-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Auto-Generate Template Document

**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

[TODO: content needed]