Templates & Document Library Admin

"Classic" vs Library Template Comparison Chart
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 d...
Fri, Dec 11, 2020 at 5:12 PM
"Classic" Templates: Admin Set-Up
Setting up a Template is done entirely from within UCM using a word processor similar to Word. However, if you already have a form created, or find Word eas...
Fri, Dec 11, 2020 at 5:12 PM
Library Templates: Admin Set-Up
Setting up a Library Template is done primarily in a word processor, like Word, and then uploaded to UCM. There is some pre-set up that can be done inside o...
Fri, Dec 11, 2020 at 5:12 PM
Templates as a Boilerplate Document
Whether you are using “Classic” or Library Templates in UCM, there are many ways that Templates can be used within UCM. One of the most common ways we see a...
Fri, Dec 11, 2020 at 5:12 PM
Templates as a Request Form
There are many ways that you can use Templates, either “Classic” or Library, but one of the most common ways they are used within UCM, is as a Request Form....
Fri, Dec 11, 2020 at 5:12 PM
Templates | Data & Document Upload Settings
With this recent enhancement, you now have the option to set, and save, whether your Template will create a Document to be uploaded to the Attachment Tab of...
Fri, Dec 11, 2020 at 5:12 PM