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