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
Administration > Document Templates is the redesigned counterpart to the legacy Document Authoring Module, used to build merge templates for contracts, purchase orders, requests, and other record types. Each template carries a Template Type of Document Package (full mergeable content, clauses, subtables, and attachments) or Third Party Paper (rules, conditions, and approval/signature groups only, with files supplied after generation) — the same Internal/Standard-vs-Third-Party-Paper split the legacy wiki described. A template's editor is organized into five steps — Core setup, Subtables setup, Approvals & signing, Content setup, and Additional links — each covered by its own topic in this module (Template Overview, Mergeable Sub-Tables, Document Packages Without E-Approvals/Signatures, Mergeable Content & Attachments, and Generated Document Packages respectively).
2. Key Elements
Administration > Document Templates — the live counterpart to the legacy Document Authoring Module
Every template is either Document Package (full merge content) or Third Party Paper (rules/approvals only, file added after generation)
A template's editor is a 5-step wizard: Core setup, Subtables setup, Approvals & signing, Content setup, Additional links
Each step corresponds to its own set of tabs and its own topic elsewhere in this module
3. Quick Reference Summary
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