---
id: SCR-ACC-BKS-013
title: Document content and statement defaults
route: '/console/{tenantId}/configuration/accounting/documentTemplates'
surface: console
product_area: accounting
module: books
revision: 1
status: draft
design_intent: proposed
implementation_evidence: observed
inference: []
source_sha:
  react-console: baf6dae382d6f41dce976c7f848667ccc37e076f
  services-accounting: f47cb263875bbc0c5640fba7dae6785ec32695f8
purpose: >-
  Browse document content by kind, create or duplicate customer templates and
  select the statement default.
supports:
  - JNY-ACC-BKS-004
  - JNY-ACC-BKS-005
  - CAP-ACC-BKS-014
  - CAP-ACC-BKS-015
  - CAP-ACC-BKS-017
permission: accounting.document-templates.read
entry_from:
  - >-
    '/console/{tenantId}/configuration' (Accounting group in the configuration
    catalogue)
  - Navigation between Accounting setup screens
exits_to:
  - >-
    '/console/{tenantId}/configuration/accounting/documentTemplates/{templateId}'
    (template editor)
  - '''/console/{tenantId}/configuration'' (Configuration catalogue)'
displays:
  - field: >-
      Kind tabs showing built-in and customer content, descriptions and derived
      usage
    source: listDocumentTemplates
  - field: >-
      Statement-default dialog offering built-in or active customer content and
      marking an inactive held choice
    source: getSettings; listDocumentTemplates
actions:
  - label: 'New Template (in the current tab''s kind, blank or from a built-in)'
    operation_id: createDocumentTemplate
    permission: accounting.document-templates.create
    confirm: false
  - label: Duplicate
    operation_id: duplicateDocumentTemplate
    permission: accounting.document-templates.create
    confirm: false
  - label: Deactivate or Activate
    operation_id: updateDocumentTemplate
    permission: accounting.document-templates.update
    confirm: false
  - label: Delete
    operation_id: deleteDocumentTemplate
    permission: accounting.document-templates.delete
    confirm: true
  - label: Save Statement Default
    operation_id: updateSettings
    permission: accounting.settings.update
    confirm: false
states:
  - empty
  - loading
  - error
  - read-only
  - inactive
validation:
  - BR-CAP-ACC-BKS-014-05
  - BR-CAP-ACC-BKS-014-09
  - BR-CAP-ACC-BKS-015-04
  - BR-CAP-ACC-BKS-015-05
  - BR-CAP-ACC-BKS-017-05
  - BR-CAP-ACC-BKS-017-07
patterns:
  - >-
    Shared configuration list with search, sorting, availability filtering and
    an empty state
  - 'Permission-gated bulk activation, deactivation and deletion'
  - Deletion confirmation; availability changes are immediate
  - Editor unsaved-changes protection
  - Accounting read loading and error panels
  - Kind tabs without a redundant kind column or filter
  - New-template and duplicate dialogs
  - Statement-default dialog using settings permissions
component: components/configuration/resources/document-templates.tsx
evidence:
  - >-
    react-console at baf6dae3:
    components/configuration/resources/document-templates.tsx
  - >-
    react-console:components/configuration/config-list-screen.tsx:changeStatus;
    components/configuration/standard.tsx:standardCapabilities (shared-list
    behavior where applicable)
controls: [TC-IAM-001, TC-IAM-002, TC-IAM-004, TC-IAM-005, TC-AZ-001, TC-AZ-002, TC-AZ-003, TC-AZ-004, TC-AZ-005, TC-AZ-006, TC-TEN-001, TC-TEN-002, TC-TEN-003, TC-DAT-004, TC-LOG-001, TC-LOG-002, TC-LOG-003, TC-LOG-004, TC-LOG-005, TC-PI-001, TC-PI-005]
---

# Document content and statement defaults

## What the Screen Is For

Browse document content by kind, create or duplicate customer templates and select the statement default.

## What It Shows and Lets People Do

Tabs group the available document kinds. Built-ins are marked and open read-only; authorized staff can create customer content or duplicate a template. Customer content can change availability or be deleted when permitted. The statement tab offers a separate default dialog that reads and updates workspace settings.

## States and Errors

Built-in content cannot be overwritten or deleted. Kind remains fixed for customer content, and references can prevent deactivation or deletion. The statement picker offers active content while still showing a held inactive choice. Updating that choice requires settings update permission and the loaded settings version. Availability changes are immediate; deletion confirms.

## Patterns It Must Respect

Shared configuration list with search, sorting, availability filtering and an empty state. Permission-gated bulk activation, deactivation and deletion. Deletion confirmation; availability changes are immediate. Editor unsaved-changes protection. Accounting read loading and error panels. Kind tabs without a redundant kind column or filter. New-template and duplicate dialogs. Statement-default dialog using settings permissions.