How to use this page
- 1 Activity Proposal: one form-based paper (AP), then Budgeting Papers. Project Proposal: PAM → PEM, then Budgeting Papers. Budgeting Papers: PR → PO → RFP (auto) — never a starting point.
- 2 Configure opens the template: Papers and default signatories lists each paper with its signatory slots; Form & Signatories opens the paper's own editor.
- 3 Presets are variations of a template — their own name, company scope, and Purchase Order terms; anything left empty falls back to the base template.
- 4 Requesters can still adjust the signatory chain per paper when they create one; the defaults are the starting point.
- 5 Document Types (the older admin page) is superseded by templates; it stays reachable at /admin/document-types for the papers themselves.
Publish checklist
- Every paper in the chain has at least one signatory slot.
- Form papers have their fields; every paper's template renders with the placeholders it needs.
- A preset that changes PO terms was checked on a rendered Purchase Order.
Screenshots
Page states
