Document Template Library

Why do this?

Document template library allows a single document template to be associated with multiple contract types. This saves admins the trouble of creating multiple records for a single document template.

Who can do this?

Only Admins can add and manage document templates.

How to Add a Document Template

Hover the cursor over Admin, then select Document Template Library.
Click Add Document Template.
In the Add New Document Template modal, complete the form.

Enter Document Template Name.

The name must be unique.
If you click Publish without entering a Document Template Name, the document template name will default to the name of the uploaded document.

Select Contract Type.

You can select more than one contract type.
This is a required field.

Select Document Category.

You can select only one document category.
This is a required field.

Add a document.

You can drag and drop the file or choose the file from your computer.
This is a required field.

When finished, click Publish.
OR
To save the document template as a draft, click Save.
OR
To close the modal without adding a document template, click Cancel or ✖.

The document template will be unavailable in all workflows unless the status is set to Published.

How to Edit a Document Template

Hover the cursor over Admin, then select Document Template Library.
Click the document template you’d like to edit.
In the Edit Document Template modal, edit as needed.
When finished, click Publish.
OR
To save the document template as a draft, click Save.
OR
To close the modal without saving your changes, click Cancel or ✖.

How to Delete a Document Template

Hover the cursor over Admin, then select Document Template Library.
Click the document template you’d like to delete.
In the Edit Document Template modal, click Delete.
Click Confirm Delete.
OR
To close the modal without deleting the document template, click Cancel or ✖.

How to Copy a Document Template

Hover the cursor over Admin, then select Document Template Library.
Click Copy Document Template.
In the Copy Document Template modal, select the document you’d like to copy.
Enter the name of the new document template. Document template names must be unique.
When finished, click Copy.
OR
To close the modal without copying the document template, click Cancel or ✖.

The new document template’s status will default to DRAFT. It will be unavailable in all workflows unless the status is set to Published.