---
title: "Template Overview"
slug: "template-overview"
updated: 2025-01-28T16:52:08Z
published: 2025-01-28T16:52:08Z
canonical: "wiki.cobblestonesoftware.com/template-overview"
---

> ## 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

### **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/Setup** > **Document Templates** > **New Document Package Template**.

![New Document Package Template on Main Menu](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1(404).png)

The **Document Authoring Manager Template Overview** screen displays.

![Document Template overview information.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/TemplateOverview_1.png) 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. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image(6).png) 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. **Append Word Docs:** When merged to a record all docx files will be merged to the first document (based on sequence number).

Click **Save and Continue** to open the **Template Overview** screen.