Working with the document templates › Working with the Setup page › Managing Enterprise Architecture Workspace › Enterprise Architecture Workspace › Enterprise Architecture

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a document template

Create a document template to define how architectural documents are generated from diagrams and architectural artifacts in Enterprise Architecture Workspace.

Before you begin

Role required: sn_apm.apm_user

Procedure

Navigate to Workspaces > Enterprise Architecture Workspace.
Open the Setup page by selecting the Setup icon (

Image omitted: eaw-icon-setup.png
setup icon.\).

Select the expand row icon (

Image omitted: ExpandIcon.png
expand row icon.\) next to **Templates**.

Select Document Templates.
Select New.

Fill in the details. For field information, see Document template form.
Select Save.

What to do next

After creating a document template, you must define the content schema that determines what information is fetched from the diagram and related architectural records.