---
title: "Document Templates Overview"
slug: "document-templates-overview-1-1"
updated: 2026-10-29T17:01:15Z
published: 2026-10-29T17:01:15Z
canonical: "wiki.cobblestonesoftware.com/document-templates-overview-1-1"
---

> ## 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.

# Document Templates Overview

**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

[TODO: content needed]