Template Management[edit]

Template Management

Template is a framework that represents a standard layout for an Agreement. The Template Management tile enables you to manage all aspects of creating and editing Templates from a single page. From here, you can:

• View and manage all your Templates on Templates page.
• Create and upload a Template through Create Template page.
• Create Template through Word Add-ins.

Templates

Navigate to the Templates page by clicking on the Template Management tile. This page displays all the Templates that you are associated with- you may have created a Template or are a part of the team working on it. This page displays the most current version of a Template regardless of its status.

From this page you can:

• search templates in a variety of ways. You can search templates from this page or use the Advanced Search.
• view details of a template by clicking on the View Record icon. The details are displayed in the Template_Details_Page.
• view the template in word document format by clicking on the View Documenticon.

You can also manage the look and feel and the behavior of this page. See Navigating_in_ICM for details.

Template Access Management

Template Access Management is now enhanced and is available through a technical configuration. When turned On, the access control for Templates is driven by the Organization Unit (OU) or the Team. 

OU can be configured in 2 ways:

• Template access is dependent on the highest level of the OU and since everyone belongs to the OU so they have access by default, if they are part of the team.
• Through a technical configuration, you now have the ability to change the access based on the OU of the user who is creating the Template. For example, if user John Doe is part of the Sales OU and the team, then Templates created by John Doe can be accessed by all users in the Sales OU and those belonging to the Template team.

Additionally, you can add members to the Template team through Event Rules, thus saving time of manually adding users to the Team. The support for the Observer role is extended to the Template Library as well through Role Action Mapping. 

Note: This feature is applicable to ICM Web UI and the .JS version of Word Add-in. 

Related Topics: Searching Templates | Working with ICM Add-ins | Template Details

Searching Templates

You can search for templates either from advanced search page or from Templates Page to:

• view its details
• check the status
• edit it

You can find a specific template you are looking for from the Templates page using one of these 3 methods:

• Category Search
• Saved Searches
• Searches pinned as Favorites

Category Search

Follow these steps to search for templates using the Category drop down:

1. Click the Template Management tile on My Dashboard. This opens the Templates Page displaying all the existing Templates.
2. Use the Categories drop down to narrow down the templates and find the exact one you are looking for. For example, search by status, created by or the status changed, date, among many other options. This displays all the options that match the selected category.
3. Select the desired criteria by marking the boxes next to that option. Only the templates matching this specified criteria are displayed.
4. Narrow your search further by typing specific keywords in the Custom Keyword field and then click Apply. You can use Boolean operators such as AND/OR or search by wildcards to filter the results. For example: 

• APP*: displays agreements only in the APPROVED and WAITING FOR APPROVAL states
• ?PP* : displays agreements only in the APPROVED and WAITING FOR APPROVAL states
• APP*: OR DRA* - displays agreements only in the APPROVED, WAITING FOR APPROVAL and DRAFT states     

   5. You can also type free text in the Refine Search Here... search box. A list of relevant agreements are displayed.

Saved Searches

Follow these steps to use your saved searches:

1. Click the Template Management tile on My Dashboard. This opens the Templates page displaying all the existing templates.
2. Click the Saved Searches drop down and select the desired saved search. Refer to Using Advanced Search for details on saving a search. This displays the templates matching the criteria defined in the saved search.

Refer to Saved Searches for details on saving a search.

Searches pinned as Favorites

Follow these steps to search using a favorite search:

1. Click the Template Management tile on My Dashboard. This opens the Templates page displaying all the existing templates.
2. Click one of the searches defined as favorite, just below the feature tiles. Refer to Using Advanced Search for details on adding searches as favorites. This displays the templates matching the criteria defined in favorite search.

 

Related Topics: Advanced Search  |  Saved Searches  |  Template Page  |  Edit_a_Template