---
title: "Export/Auto-Attach a PO Template as PDF"
slug: "exportauto-attach-a-po-template-as-pdf-1"
updated: 2026-09-16T20:25:48Z
published: 2026-09-23T13:20:36Z
canonical: "wiki.cobblestonesoftware.com/exportauto-attach-a-po-template-as-pdf-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.

# Export/Auto-Attach a PO Template as PDF

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Export/Auto-Attach a PO Template as PDF**

*Module: Purchase Orders › Purchase Order Templates › Export/Auto-Attach a PO Template as PDF*

**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

Like the legacy wiki itself, this is a redirect notice rather than a live feature: the legacy page states the standalone export/auto-attach-as-PDF functionality has been replaced by newer tools and points readers to Template Management for current guidance. In this QA environment, Purchase Orders templates are managed the same way as any other record type through Administration > **Document Templates** — created with a Template Area of Purchase Orders, generated from a Purchase Order record's own **Merged Document Templates** section, and downloaded from there or from Administration > **Merged Documents**, covered under Generate New Document Package and Manage Generated Document Package.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789590086494.png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789590185713.png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789590262508.png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789590298887.png)

# 2. Key Elements

- The legacy topic is itself a deprecation notice pointing readers to Template Management rather than describing a working feature
- Purchase Order **document templates** are built and managed through Administration > **Document Templates** like any other record type's templates
- A generated PO package is produced and downloaded through the record's own **Merged Document Templates** section, or reviewed centrally under Administration > **Merged Documents**
- See Generate New Document Package and Manage Generated Document Package for the current equivalent workflow