This month's First Friday Webinar was a combination of last summer's 3-part series on Templates. We take a high level look at creation, use, and security. For a more in depth look at any of the topics covered, use the links below:

Template Step-by-Step Guides: 

Library Templates
Classic Templates

First Friday | Episode 8: "Classic" vs. Library Templates

First Friday | Episode 9: Boilerplate Documents & Request Forms

First Friday | Episode 10: Templates as Vendor Evaluations

AceOffix Install and IT Install Guide

Templates | An Overview

Template Comparison

  • Difference between "Classic" and Library Templates
  • Requirements for each
  • AceOffix required for Library Templates
    • Article above with instructions for personal install and IT

Template Creation

  • How to create "Classic" Templates
    • Created in UCM
    • Uses a basic Text Editor
  • How to create Library Templates
    • Uses Word for creation and set-up
    • Requires AceOffix

Example Template Uses

  • Request Form
    • Can be used to create a new Container alongside the document
  • Boilerplate Agreement
    Boilerplate Agreement
    • Extract data being tracked in UCM from Summary Tab to place into the Template document
  • Vendor Evaluation 
    • Data entered into a form does NOT need to be stored in UCM (although it can be)
    • Can be used to create and store annual evaluations with all other Contract details

Template Security

  • Limit visibility to all or some "Classic" or Library Templates
  • Create a Request User Type from a Read-Only User

Coming Soon

Document Milestones - 8/15

  • Set rules and create Milestones for individual documents in a Container
  • More detail to come!

New User Security Report - 8/15

  • You will now be able to run an Admin report to see all Contract Types, Workflows, and Template documents a User has access to for both new entry and system usage.

Workflow Approvals | ALL or ANY

  • Will be able to select if a Workflow Approval Stage needs to have ALL Users assigned approve (current configuration) or, just one of them.
  • No current ETA