Templates and document rules
Screen 3.6 — version document templates, required fields, marking rules and export constraints.
PEEK Platform Administrator
/peek/customers/tenant-a/3-6Document templates (catalog type document_template) carry a version, required fields, marking rules and permitted exports. You can preview synthetic output before release. Released templates identify version and provenance; future documents use the selected approved version.
3.6 · Templates & Document Rules
Govern document templates and source markings. Open it at /peek/customers/tenant-a/3-6 (any tenant ID you can access works in place of tenant-a). The primary action is Publish template version, which requires template_catalog.publish.
How 3.6 works
1. Version document templates, required fields, marking rules and export constraints
2. Preview synthetic output
Screen 3.6 contract
- Fields shown
- Template version, required fields, markings, permitted exports
- Primary action
- Publish template version
- Required capability
template_catalog.publish- Validation
- Missing mandatory fields block release. Preserve actual source markings and propagate restrictions; never invent an official marking.
- Successful outcome
- Released template identifies version and provenance; future documents use the selected approved version.
- Screen states
- Loading; empty; ready; restricted; stale; error; review pending
- Audit event
admin.screen.3.6.action(acceptance testAT-UI-3.6)- Requirements
- R02, R06, R07, R23, R28, SYS02, SYS04, SYS06, SYS10, SYS11, SYS20, SYS23, UI-3.6
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