How to use this page
- 1 Create system document templates for reusable organization-wide approvals.
- 2 Create company variations from a base system template when wording or fields differ.
- 3 Keep Details, Signatories, Form Builder, and Template aligned.
- 4 Use import/export when moving templates between environments.
Template completeness
- Details define name, scope, kind, budget requirement, and active status.
- Signatories define approval levels and labels.
- Form Builder defines request fields for Form Documents.
- Template defines the final generated output and placeholders.