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



Requires Admin access to Enable



Yes



Yes



Created from within UCM



Yes*



No



Created Using a combination of programs



No



Yes



Requires a degree of HTML knowledge



No



Yes



Can be made by anyone and submitted to Admins



No*



Yes



Formatting Persists (Headers & Footers)



No**



Yes



Template can be edited from within UCM



Yes



No



Requires a new File to be uploaded for any changes



No



Yes



Can be saved as a PDF



Yes



No



Requires additional Plug-In (no extra cost)



No



Yes



* 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