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.