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