Create document template categories
task brazil Updated Mar 12, 2026 1 min read cncore-create-doc-tmplt-cat.md
As a contract configurator, create document template categories to easily identify similar documents and find the correct document template more easily. For example, a document template category of NDA-Japan could group non-disclosure agreements for Japan.
Before you begin
Role required: sn_cm_core.contract_config
Procedure
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Navigate to All > Document Templates > Document Template Categories.
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Select New.
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In the Name field, enter the name for the category.
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Select Active to make the category active.
[Omitted image "cmpro-temp-catg.png"] Alt text: Activate Document template category.
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Select Submit to save the category.
Result
The document template category is activated and can be associated with a document template.
42 lines · 1.5 KB
---
title: Create document template categories
description: As a contract configurator, create document template categories to easily identify similar documents and find the correct document template more easily. For example, a document template category of NDA-Japan could group non-disclosure agreements for Japan.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/employee-service-management/contract-management-pro/cncore-create-doc-tmplt-cat.html
release: brazil
product: Contract Management Pro
classification: contract-management-pro
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Configure, Contract Management Pro, Legal and Contract Operations, Employee Service Management]
---
# Create document template categories
As a contract configurator, create document template categories to easily identify similar documents and find the correct document template more easily. For example, a document template category of NDA-Japan could group non-disclosure agreements for Japan.
## Before you begin
Role required: sn\_cm\_core.contract\_config
## Procedure
1. Navigate to **All** > **Document Templates** > **Document Template Categories**.
2. Select **New**.
3. In the **Name** field, enter the name for the category.
4. Select **Active** to make the category active.
\[Omitted image "cmpro-temp-catg.png"\] Alt text: Activate Document template category.
5. Select **Submit** to save the category.
## Result
The document template category is activated and can be associated with a document template.
| title | Create document template categories |
| description | As a contract configurator, create document template categories to easily identify similar documents and find the correct document template more easily. For example, a document template category of NDA-Japan could group non-disclosure agreements for Japan. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/employee-service-management/contract-management-pro/cncore-create-doc-tmplt-cat.html |
| release | brazil |
| product | Contract Management Pro |
| classification | contract-management-pro |
| topic_type | task |
| last_updated | 2026-03-12 |
| reading_time_minutes | 1 |
| breadcrumb | ConfigureContract Management ProLegal and Contract OperationsEmployee Service Management |