---
title: "Template Overview"
slug: "template-overview-2"
updated: 2026-10-29T17:01:15Z
published: 2026-10-29T17:01:15Z
canonical: "wiki.cobblestonesoftware.com/template-overview-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.

# Template Overview

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Template Overview**

*Document Templates Management › Manage Document Package Template › Template Overview*

**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

Creating a template starts from **Administration → Document Templates → Add template**, and every template's editor opens on its **Template overview** tab. The tab shows summary cards for Mergeable fields, Mergeable clauses, Rules & conditions, Clause library references, Static content, Document files, Subtables, and Approvals & signatures, each with its own **Manage** button. A **Template overview** panel on the right (with an **Edit** button) shows the template's core setup: Description, Record type, Base table, Template type (Document Package or Third Party Paper), Participant sign-in, Word files handling, and Notify on change. Clicking **Edit** opens the **Template overview information** panel, the live equivalent of the legacy Title/Description/Template Area/Email on Change/Is Active/Participant Authentication/Append Word Docs setup form. The whole editor is organized as a 5-step wizard: Core setup, Subtables setup, Approvals & signing, Files/Attachments, and Additional links.

# 2. Key Elements

- **Document Templates list:** found under Administration → Templates & Presentation. Lists every template with its Area, Type, Status, Content, Approvals, and Signatures, plus a **Search** box and an **Open** button on each row.
- **Add template panel:** opens inline above the list and asks for **Name**, **Record type**, **Table**, and **Type** (Document Package or Third Party Paper), then **Create & open**.
- **Wizard steps:** Core setup, Subtables setup, Approvals & signing, Files/Attachments, Additional links.
- **Template overview tab:** summarizes every other section (Mergeable fields, Mergeable clauses, Rules & conditions, Clause library references, Static content, Document files, Subtables, Approvals & signatures), each with a **Manage** button.
- **Template overview panel:** shows Description, Record type, Base table, Template type, Participant sign-in, Word files, and Notify on change; **Edit** opens the Template overview information panel.

# 3. Navigating to Document Templates

1. From the Contract Insight homepage, click the **Administration** icon at the bottom of the left navigation bar.
2. In the **Search administration** box, type **Document Templates** (or scroll to the **Templates & Presentation** category).
3. Click the **Document Templates** card.

![Administration page with Document Templates search and card highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01-admin-document-templates(1).jpg)

The Document Templates page opens, listing every template in the system.

# 4. Adding a Template

1. Navigate to **Administration → Document Templates** (see Section 3).
2. Click **+ Add template** in the upper-right corner of the page.

![Document Templates list with Add template, Search, and Open highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02-document-templates-list.jpg)

1. In the **Add template** panel, enter a **Name** for the template.
2. Select a **Record type** (for example, Contracts, Counterparty, E-Procurement, Employees, Purchase Orders, or Requests).
3. Select the **Table** the template is based on. This list is available only after a record type is chosen (for example, Contracts → Contract Details).
4. Select the **Type**: **Document Package** or **Third Party Paper**.
5. Click **Create & open** to create the template and open its editor, or click **Cancel** to close the panel without saving.

![Add template panel with Name, Record type, Table, Type, Create and open, and Cancel highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03-add-template-panel(2).jpg)

**Note:** Record type, Base table, and Template type are set when the template is created and cannot be changed afterwards, because every field and condition on the template is written against them. Choose them carefully.

# 5. Opening an Existing Template

1. Navigate to **Administration → Document Templates** (see Section 3).
2. Use the **Search** box above the grid, or the filter icons in the column headers, to find the template.
3. Click **Open** on the template's row. The template editor opens on the **Template overview** tab.

![Document Templates list with Add template, Search, and Open highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02-document-templates-list.jpg)

# 6. Using the Template Overview Tab

## 6a. Wizard Steps and Section Tabs

The top of the editor shows the template name, its status (for example, **ACTIVE**), and a summary line (record type · template type · template number). Below that:

- **Wizard steps:** click a step (**1 Core setup**, **2 Subtables setup**, **3 Approvals & signing**, **4 Files/Attachments**, **5 Additional links**) to move between areas of the template.
- **Section tabs:** within Core setup, the **Template overview** tab is selected by default. The other tabs (Mergeable fields, Rules & conditions, Clause library references, Mergeable clauses, Static content) open each area directly; a badge shows how many items each one holds.

![Template editor wizard steps and section tabs](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04-template-editor-wizard-tabs(1).jpg)

## 6b. Summary Cards

Each card on the Template overview tab summarizes one area of the template and shows a count badge (for example, **13 fields**, **none**, or **every record**). Click **Manage** on a card to go to that area and make changes.

![Template overview cards with Manage and Edit buttons highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05-overview-cards-manage-edit(2).jpg)

Scroll down to see the remaining cards: Static content, Document files, Subtables, and Approvals & signatures.

![Static content, Document files, Subtables, and Approvals and signatures cards](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/06-overview-cards-lower(1).jpg)

| Card | What it shows |
| --- | --- |
| **Mergeable fields** | Record values that replace a placeholder in the document. |
| **Mergeable clauses** | Optional clauses offered to whoever generates the document. |
| **Rules & conditions** | Which records may use this template (every record, if no conditions are set). |
| **Clause library references** | Clauses from the shared library, inserted at their placeholder. |
| **Static content** | Fixed text, or the date of the merge, inserted at a placeholder. |
| **Document files** | The documents this template merges, in order, each with its versions. |
| **Subtables** | Lists of child records that repeat down a table in the document. |
| **Approvals & signatures** | Whether a generated document is routed for E-Approvals and E-Signatures. |

## 6c. Editing the Template Overview Information

1. On the **Template overview** tab, click **Edit** in the upper-right corner of the **Template overview** panel.
2. In the **Template overview information** panel, update the **Title** and **Description** as needed.
3. Review the **Record type · Base table · Template type** values. These are read-only and were set when the template was created.
4. In **Notify on change**, enter comma-separated e-mail addresses of anyone who should be notified when the template changes.
5. Under **Options**, select any of the following: **Active**, **Append files into one document**, **Use header / footer**, and **Secure PIN authentication**.
6. Click **Save** to apply your changes, or **Cancel** to close the panel without saving.

![Template overview information panel](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/07-template-overview-information(1).jpg)

**Note:** Leaving **Append files into one document** unchecked keeps Word files as separate documents. Selecting **Secure PIN authentication** changes Participant sign-in from Open link to Secure PIN.

# 7. Quick Reference Summary

| Task | Where / How |
| --- | --- |
| Find Document Templates | Administration icon → search **Document Templates** → click the card |
| Add a template | Document Templates → **+ Add template** → Name, Record type, Table, Type → **Create & open** |
| Open an existing template | Document Templates → **Search** → **Open** on the row |
| Move between areas of a template | Wizard steps (Core setup → Additional links) or the section tabs |
| Change a template area | Template overview tab → **Manage** on the area's card |
| Edit title, description, notifications, or options | Template overview panel → **Edit** → **Save** |
| Activate or deactivate a template | Template overview panel → **Edit** → **Active** option → **Save** |