COBBLESTONE SOFTWARE

Contract Insight — User Guide

Manage PO Template

Module: Purchase Orders › PO: Configuration & Setup › Manage PO Template

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

Document templates that generate a printable purchase order are managed the same way as contract document templates: Administration → Document Templates lists every template with its Area, Type, Status, Content, Approvals, and Signatures, and a template scoped to the Purchase Orders area is opened and edited the same way as any other.

2. Key Elements

• Administration → Document Templates, filtered or scanned for Area = Purchase Orders
• Grid columns: Template, Area, Type, Status, Content, Approvals, Signatures
• Open on a row launches that template's editor
• Add template creates a new one