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Create Template Packages (Administrators Only)

Doc Auto Team
Doc Auto Team
  • Updated
Create and configure Template Packages to streamline multi-document generation workflows in Athennian.

Overview

Template Packages allow administrators to bundle frequently paired document templates into standardized, reusable sets. Once configured, these packages enable users to generate an entire suite of documents simultaneously—either for an individual entity or across hundreds of records at once via Bulk Document Generation—ensuring organizational consistency and saving administrative time.
 
Availability: Template Packages are available exclusively on the Enterprise plan and require Administrator-level permissions to create and manage.

Key Capabilities

  • Pre-Packaged Document Sets: Group up to 12 document templates into a single package to avoid missing critical documentation during routine filings.
  • Targeted Matching: Restrict and categorize packages by Workflow, Entity Type, and Jurisdiction so users only see packages relevant to their specific transaction.
  • Cross-Workflow Compatibility: Deploy packages across single-entity document generation as well as the Bulk Document Generation workflow.

Step 1: Open the New Package Modal

  1. From the primary navigation, click Templates (If the option is not showing, click on ... More to open the menu options)
  2. Select the Packages tab at the top of the screen
  3. Click + New at the top right hand corner to open the New Package modal

Step 2: Configure Package Details

Complete the package settings to establish where and how the package can be used. Fields marked with an asterisk (*) are required:
  • Name*: Enter a clear, descriptive title for the package (e.g., Delaware Annual Compliance Package)
  • Status: Set the package state (Active or Inactive)
  • Workflows*: Select which workflow this package supports (e.g., General, Annual Compliance, or Registration Compliance)
  • Entity Type*: Select the legal entity types this package applies to (e.g., Corporation, LLC, Partnership)
  • Template Kind: Specify the template category or classification if applicable (Agreement, Government Form, Report, Register & Ledger, or Certificate)
  • Jurisdictions*: Select the governing jurisdiction(s) where these documents are valid
  • Description: Add optional context or instructions to help team members understand when to apply this package

Step 3: Add and Organize Templates

  1. Under the Select Templates section, click Add Templates
  2. Search for and check the boxes next to the templates you wish to include (maximum of 12 templates per package)
  3. Click Add to attach them to the package.
  4. Review your selected templates list. To remove an item, click the trash can icon next to the template name.
  5. Click Create to save and publish your new Template Package.

Video Instructions

Coming Soon: A step-by-step video tutorial demonstrating how to create and manage Template Packages will be added here shortly.