---
title: "Manage Generated Document Package"
slug: "manage-generated-document-package-2"
updated: 2026-10-29T17:01:15Z
published: 2026-10-29T17:01:15Z
canonical: "wiki.cobblestonesoftware.com/manage-generated-document-package-2"
---

> ## 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.

# Manage Generated Document Package

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Manage Generated Document Package**

*Document Templates: Generation/Merging › Generated Document Packages › Manage Generated Document Package*

**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

Every document generated from a template is saved as a **document package**. Opening a package — from **Administration › Merged Documents**, or from the **Saved documents** list on the record it was generated on — reaches the package detail screen. The header shows the package name, a **Document Package** badge, the source record and template (for example, “Contracts record #375 · from template ‘Master Service Agreement’”), and the **Delete** and **Signature fields** actions. Below the header, the package is organized into collapsible sections: **Document**, **Files & versions**, **Approvals**, **Signatures**, **Processes on this document**, **Package versions**, **Merge audit**, and **History**. A count badge on the right of a section header shows how many items it holds.

# 2. Key Elements

- **Administration › Merged Documents** lists every document generated from a template across all records, with a record-type filter, search, and per-row **Open**, **Open the source template**, and **Delete this merged document** actions.
- On a record, the **Merged Document Templates** section (Attachments & Templates tab) lists the record's **Saved documents**, with **Signatures**, **Manage**, **Download**, **Files**, and **Approvals** actions.
- The **Document** section shows the package Name (editable), Record, Generated from, Kind, Files, Created, and Last changed.
- **Files & versions** lets you add files to the package, edit each file's settings, preview it, upload a new version, attach it to the record, check it out for editing, and view its version history.
- **Approvals** and **Signatures** list the groups asked to approve or sign the package. Groups are editable until the process starts.
- **Merge audit** shows what filled each placeholder when the package was generated, and **History** shows who has changed the package and when.

# 3. Opening a Generated Document Package

## 3a. From Administration › Merged Documents

1. From the Contract Insight homepage, click the **Administration** (settings) icon at the bottom of the left navigation bar.
2. In the **Search administration…** box, type **Merged**, then click the **Merged Documents** card.

![Administration search with the Merged Documents card](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/mgdp-01-admin-merged-documents.jpg)

1. On the **Merged Documents** page, narrow the list with the **All record types** drop-down or the **Search** box.
2. Click **Open** on the package's row. The package detail screen opens.

![Merged Documents list with record type filter, search, and Open button](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/mgdp-02-merged-documents-list.jpg)

**Note:** The other row actions are **Open the source template** (document icon) and **Delete this merged document** (trash icon).

## 3b. From the Record

1. Open the record the package was generated on (for example, a contract).
2. Click the **Attachments & Templates** tab and scroll to the **Merged Document Templates** section.
3. In the **Saved documents** list, click the **Manage** (gear) icon on the package's row to open the package detail screen. To read the package's document without opening it, click the package name instead.

![Record Saved documents list with Manage icon and package name](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/mgdp-02b-record-saved-documents.jpg)

# 4. Reviewing Package Details

The **Document** section opens expanded and shows the package's **Name**, **Record**, **Generated from** (template), **Kind**, **Files** count, **Created**, and **Last changed** dates.

1. To rename the package, hover over **Name** and click the **Edit the document's name** (pencil) icon.
2. Click the **Record** link to open the source record, or the **Generated from** link to open the template.
3. Use **Signature fields** in the header to place where signers sign. This button becomes available once a signature process has been set up (see Section 6b).

![Package header and Document section](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/mgdp-03-package-document.jpg)

# 5. Managing Files & Versions

The **Files & versions** section lists what is inside the package and each file's history. The grid shows each file's **File** name, **Published** version, **Type**, and **Status**.

## 5a. Adding a File and Using Row Actions

1. To add a file to the package, drag a Word, PDF, or Excel file onto **Drop a document here to add it to this package**, or click **Browse**.
2. Use the icons on a file's row: **Info** (file settings), **More actions** (⋮), **Preview** (eye), **Upload a new version**, and **Attach to the record** (paperclip).
3. Click the file name to open the file.

![Files and versions section with drop zone and row actions](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/mgdp-04-files-versions.jpg)

## 5b. Editing File Settings

1. Click **Info** on the file's row. The **File settings** panel opens.
2. Update the **Title** (the name people see wherever the package is listed) and add **Help text** for signers or approvers.
3. Choose the file's **Position in the document**. Files are put together in this order, and moving one shuffles the rest along.
4. Turn on **Reference file** if the file is to be read, not signed or approved. Only a reference file can be limited with **Who can see it**.
5. Click **Save**.

![File settings panel](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/mgdp-05-file-settings.jpg)

**Note:** **Document protection** is set on the template file the package came from and can only be changed there. The **Editing** line shows whether anyone has the file checked out.

## 5c. More File Actions

1. Click the **More actions** (⋮) icon on the file's row.
2. Choose **Versions** to view the file's version history, **Download published version**, **Check out for editing** (or **Check in** once checked out), or **Delete this file**.

![More actions menu for a package file](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/mgdp-06-file-actions-menu.jpg)

## 5d. Viewing and Adding File Versions

1. Select **Versions** from the **More actions** menu. The **Versions of [file name]** panel opens below the file grid, listing each version's Version, File, Title, State, Size, Created by, and When.
2. To add a new version, drag the file onto **Drop a new version of this file here**, or click **Browse**.
3. Use **Settings**, **Read it here** (eye), or **Download** on a version's row to manage, preview, or retrieve that specific version without disturbing the published one.

![Versions panel for a package file](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/mgdp-07-file-versions.jpg)

# 6. Managing Approval and Signature Groups

The **Approvals** and **Signatures** sections list who is asked, in what order. Groups copied from the template show **from template** in the **Origin** column, and all groups are editable until the process starts.

## 6a. Approvals

1. Expand the **Approvals** section.
2. Click **Add group** to add an approval group.
3. On a group's row, click **Edit** to change the group, the **Add participant** (people) icon to add an approver, or the **Delete this group** (trash) icon to remove it.
4. In the **Participants** column, click a participant's pencil icon to change their title, reason, and whether they are required, or **×** to remove them.
5. When the groups are ready, click **Set up approval process**.

![Approvals section with approval groups](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/mgdp-08-approvals.jpg)

## 6b. Signatures

1. Expand the **Signatures** section.
2. Click **Add group** to add a signing group, and use **Edit**, **Add participant**, and **Delete this group** on a group's row as needed.
3. Adjust participants in the **Participants** column with the pencil and **×** icons.
4. When the signers are ready, click **Set up signature process**. Once a signature process exists, use **Signature fields** in the header to place where each signer signs.

![Signatures section with signing groups](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/mgdp-09-signatures.jpg)

# 7. Tracking Processes and Package Versions

- **Processes on this document** lists everything that has been asked of the package — approval or signature processes that were sent, finished, or cancelled — with their outcome.
- **Package versions** shows the package's own version labels. If none exist, the package's files still keep their own version history (see Section 5d).

![Processes on this document and Package versions sections](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/mgdp-10-processes-package-versions.jpg)

# 8. Reviewing the Merge Audit and History

## 8a. Merge Audit

1. Expand the **Merge audit** section. The count badge shows how many entries were recorded.
2. Review each placeholder's **Kind** (Field, Clause, Static Content, Sub-Table), **Item**, the **Value** merged, where it came **From**, what it was **Merged into**, and **When**.
3. Use the **Search** box or the column filter icons to find an entry, and the pager and **Items per page** control to page through results.

![Merge audit section](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/mgdp-11-merge-audit.jpg)

## 8b. History

Expand the **History** section to see who has changed the package and when. If no changes have been made, the section reads “No changes have been recorded against this document.”

![History section](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/mgdp-12-history.jpg)

# 9. Deleting a Generated Document Package

1. Open the package (see Section 3).
2. Click **Delete** in the header (see the screenshot in Section 4) and confirm. You can also delete a package from the **Merged Documents** list using the **Delete this merged document** (trash) icon on its row.

**Note:** To remove a single file instead of the whole package, use **Delete this file** from the file's **More actions** menu (see Section 5c).

# 10. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open a package from Administration | Administration → Merged Documents → **Open** on the package's row. |
| Open a package from its record | Record → Attachments & Templates tab → Merged Document Templates → **Manage** (gear) icon. |
| Rename a package | Document section → hover over Name → **Edit the document's name** (pencil). |
| Add a file to a package | Files & versions → drag a file onto the drop zone, or click **Browse**. |
| Change a file's title, order, or visibility | Files & versions → **Info** → update File settings → **Save**. |
| Download, check out, or delete a file | Files & versions → **More actions** (⋮) on the file's row. |
| View or add file versions | More actions → **Versions** → drop a new version or click **Browse**. |
| Edit approvers or signers | Approvals or Signatures section → **Add group**, **Edit**, or participant pencil/× icons. |
| Start an approval or signature process | **Set up approval process** or **Set up signature process**. |
| Place signature fields | Header → **Signature fields** (after a signature process is set up). |
| See what filled each placeholder | Merge audit section. |
| See who changed the package | History section. |
| Delete a package | Header → **Delete**, or the trash icon in Merged Documents. |