Template Overview
  • 25 Jan 2024
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Template Overview

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Article summary

Template Overview   

Manage Document Package Templates: Adding a New Template

Note: Only authorized or licensed users may have access to this functionality.

1. To begin the Document Template Process, navigate to Manage/SetupDocument TemplatesNew Document Package Template.

New Document Package Template on Main Menu

The Document Authoring Manager Template Overview screen displays.

Template Overview Fields

1. Title: Create a friendly name for the template
2. Description: Create a brief description for the template (Optional)
3. Template Area: Select the area of the system you will be using the template for (e.g. Contracts & Committals). The document Authoring module can be used for different areas of the system.

List of template areas
4. Email on Change: Input an email address to be emailed if the template is changed. Do not populate this field until initial template creation is complete.
5.  Is Active Template: Can this template be used right now in the system?
6. Participant Authentication (For Doc Authoring Module): How will participants sign in to make modifications or sign the document using the eApproval and/or eSignature processes?
7. Allow IntelliSigning(For Doc Authoring Module): Can IntelliSign be used for this template?

Click Save and Continue to open the Mergeable Fields screen.





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