---
title: "Manage Generated Document Package"
slug: "manage-generated-document-package"
updated: 2025-01-28T17:04:27Z
published: 2025-01-28T17:04:27Z
canonical: "wiki.cobblestonesoftware.com/manage-generated-document-package"
---

> ## 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

### **Manage Generated Document Package**

**Generated Document Packages: Manage a Package** Once a **Standard Template** has been generated, users can manage the document.

**Navigate to Merged Documents**

On the details page of a record, click **Attachments & Templates**. (this is dependent on the configuration of your tab layout)

![Where to navigate to get to Document Templates by default tab setup.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/TabNavigationDetails.png)

**Manage the File**

1. Click **View/Manage** for the appropriate file.

![Merged Document Templates Subtable](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/2(296).png)

3. The Document Process Manager: Manage Files/Attachment page displays. Click **Actions** and then select **Manage File Info** for the document.

![Click Manage File info in order to check the document out.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ManageFileInfo_Merged_1.png)

4. A pop-up window displays. Click Check Out.

![Click Checkout and the document will be checked out.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/CheckOut_1.png)

5. The pop-up window closes. Click the carat.

![Click Actions to modify and or preview document. Click hyperlink on attachment to download.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/PreviewandDownload.png)

6. Preview or download the document. If downloading, make any changes necessary and click Upload to upload the updated document version.

![Click Upload New Version and attach your document to upload a new version of the file.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/UploadNewVersion_1.png)

7. Click **Attach**. A pop-up window displays. Click OK and close the pop-up.

8. Click Manage. A pop-up window displays. Click **Check In**.

9. On the side menu, click **Return to Record Details**.