---
title: "Auto-Generate Template Document"
slug: "auto-generate-template-document"
updated: 2024-01-25T18:49:26Z
published: 2024-01-25T18:49:26Z
canonical: "wiki.cobblestonesoftware.com/auto-generate-template-document"
---

> ## 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

### **Auto-Generate Template Document**

**Manage Document Package Templates: Adding a New Template**

**Note:** The menu, workflow, and documents pictured below may differ from those in your system. The items pictured are for example only.

**Create the Template**

Create a template for a document by following the rules outlined here: [CobbleStone® Templates](https://wiki.CobbleStonesoftware.com/docs/template-overview).

**Edit the Desired Workflow**

1. Navigate to the workflow manager via **Manage/Setup** - **Workflow Manager**.

![Workflow Manager navigation](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1(292).png)

2. Click **View/Edit** for the workflow from which to trigger the creation of the document. If needing to create a new workflow, please follow the steps outlined here: [](http://insightwiki.CobbleStone®systems.com/default.aspx?pg=LFQMmkOpM2j7MA8gocvf8Q%3d%3d&fvi=g%2bpRXADfzFCJehG32xKDsw%3d%3d)[CobbleStone® Advanced Workflow.](/v1/docs/advanced-workflow-manager)

![Click View/Edit on Workflow](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/2(220).png)

3. The Manage Workflow Configuration page displays. Click **Tasks**.

![Click Tasks to enter Task section of Workflow](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/3(164).png)

4. Click the **paper and pencil/edit icon** (![Click Pencil and Paper icon to edit task](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/auto-generate-template-document-image-ohrr4c0j.png)) to edit the task.

5. The task's details display. Scroll down the page.

6. Click **Add Template**.

![Click Add Template to add Document Authoring Template](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/8d.png)

7. A pop-up window displays. Select if the document (which has not yet been selected) is to be created when the task is created or when the task is completed.

![When to queue the template and what template to use](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/8e.png)

8. From the **Apply Template** field, select the template from which the document is to be created.

9. Click **Update**.

**Note:** If the document is to be created upon completion of the task, a new option is available. Select the applicable task status from the **When the Task Result Is** field.

![When the task result is this do that](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/8f.png)

The list is populated with all entries on the Task Status table for the assigned table/module.

**Note**: The template may be deposited into the Files & Attachments area on the record if generated through a workflow. To do this, after all else has been updated as necessary, change **Attach the Files** to **Yes**. All document packages generated via this workflow with the chosen settings will be deposited automatically.

![Attach files back to record](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/8g.png)