Templates are a feature of UCM that allows you to create documents and data at the same time, and will also allow you to pull data from your Fields into a document. They are included with all UCM subscriptions, but they will require some set up. Both types of Templates will work for almost any situation, but there are a few clear differences between "Classic" and Library Templates. Below, we have a chart that will help you decide which Template type is right for you!


"Classic" Templates


  • Allow you to use Fields and their information to either:
    • Create a Document alongside a new Container
    • Pull information from a Container to create a Document


Library Templates


  • Very similar in function to Templates
  • The documents themselves can have formatting persist without additional set-up
  • Headers & Footers can have Template Information


Which to Use?



 



Templates



Library Templates

(AceOffix)


Library Templates

(OnlyOffice)



Requires Admin access to Enable



Yes



Yes


Yes

Created from within UCM



Yes*



No


Yes

Created Using a combination of programs



No



Yes


Yes***

Requires a degree of HTML knowledge



No



Yes


No

Can be made by anyone and submitted to Admins



No*



Yes


Yes

Formatting Persists (Headers & Footers)



No**



Yes


Yes

Template can be edited from within UCM



Yes



No


Yes

Requires a new File to be uploaded for any changes



No



Yes


No

Can be saved as a PDF



Yes



No


Yes

Requires additional Plug-In (no extra cost)



No



Yes


No


* A Word Processor CAN be used to help make the general design of your Template, but inserting the Fields into the document requires UCM and Admin Permissions.


** Most Pre-Formatting done in a word processor will be lost when copied into UCM


*** OnlyOffice allows for either a new document creation, beginning from a blank slate, or uploading an existing document to add placeholders to and make edits.