CobbleStone Documentation Wiki Welcome Guest: 10/4/2024 8:53:32 PM
 
View for Version
 
 
Contract Insight Version:
select
Version Released On:
Friday, October 8, 2021
 
   
 
Search
 
 

search text
Search 
 
   
 
Navigation
 
 
 
   
Auto-Generate Template Document   
Page last modified on Monday, July 26, 2021 3:35 PM (by Adam Widmeier) (initially created on Wednesday, June 24, 2020 1:08 PM)
Assigned to: Workflow Management
  Generate Manual Print View
 
Page Content
 
 

Manage Document Package Templates: Adding a New Template


Note: The menu, workflow, and documents pictured below may differ from those in your system. The items pictured are for example only.


Create the Template

Create a template for a document by following the rules outlined here: CobbleStone Templates.

 

Edit the Desired Workflow

1. Navigate to the workflow manager via Manage/Setup - Workflow Manager.

2. Click View/Edit for the workflow from which to trigger the creation of the document. If needing to create a new workflow, please follow the steps outlined here: CobbleStone Advanced Workflow.

3. The Manage Workflow Configuration page displays. Click Tasks.

 

4. Click the paper and pencil/edit icon () to edit the task.

5. The task's details display. Scroll down the page.

6. Click Add Template.

 

7. A pop-up window displays. Select if the document (which has not yet been selected) is to be created when the task is created or when the task is completed.

 

8. From the Apply Template field, select the template from which the document is to be created.

9. Click Update.


Note: If the document is to be created upon completion of the task, a new option is available. Select the applicable task status from the When the Task Result Is field.

 

The list is populated with all entries on the Task Status table for the assigned table/module.

 


Note: The template may be deposited into the Files & Attachments area on the record if generated through a workflow. To do this, after all else has been updated as necessary, change Attach the Files to Yes. All document packages generated via this workflow with the chosen settings will be deposited automatically. 


 
   
 
Related Wiki Video Tutorials
 
 
 
   
 
Page Tags (Keywords)
 
 
 
   
 
Files & Attachments
 
  
   
 
CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
CobbleStone Software is developed in the U.S.A.