Creating Templates

yuuvis® RAD client • 10.x »

The administrator can disable the template function. If the template function is disabled, then the template object type will not be offered for searches in yuuvis® RAD client and no templates can be created, edited, or shared and no documents can be created from templates.

Any user in yuuvis® RAD client can create templates, in principle. To do so, the user defines the users and document types for which the templates will be available, and who can edit their templates.

The administrator can restrict the right to create templates to users who have the "create template" functional right.

  1. Click the Create icon Create object icon on the yuuvis® RAD bar.

    The Create object menu containing all object types you can create appears.

  2. Select the Template object type in the Create object menu in the General area.

    The in-tray opens with the created template.

  3. Click Upload file and select the desired template file from your Windows file system.

    The template file is uploaded and the metadata area in the in-tray is displayed.

  4. Enter the corresponding metadata in the metadata area.

    • You can enter a user or a group that will be able to edit this template in the Editable by field.
    • In the Types field, you can specify all object types for which the template should be offered when they are created.
    • You can enter terms that can be used by users for searches in the Keywords field.

  5. Exit the creation process by clicking File or File and open.

The template is filed in the yuuvis® RAD filing system.

  1. Drag a file from your Windows file system and drop it onto the yuuvis® RAD client workspace.

    Alternatively, you can copy a document from your file system to the Windows clipboard using the keyboard shortcut Ctrl+C or a screenshot using the keyboard shortcut Print and paste it to yuuvis® RAD client at a location of your choice using the keyboard shortcut Ctrl+V.

    The Upload file(s) filing menu appears.

  2. Drop the file onto the filing menu.

    You will see several different filing destinations, depending on the context:

    • Creation - current folder - icon File in <name of tree item>

      Files the file with indexing in the folder that is currently open. This option is only offered when the folder view is open (see The Folder View).

    • Creation - general filing location - icon File in the general filing location

      Files the file in the main folder (root) of the yuuvis® RAD filing system. The document file can be moved to a different filing location later (see Moving Document Files).

    • Favorites

      Offers the folders that were added by the user for filing. This option is only offered if folders have been indicated as favorites (see Adding Objects to Favorites).

    • Recently opened folders

      Offers the folders last opened by the user for filing.

  3. Click the button for the desired filing location.

    The in-tray with the newly created object appears.

  4. Select the template object type from the list of permitted object types in the in-tray.

    If you have assigned an object type to one or more objects in the clipboard, you can correct this assignment as long as the objects have not been permanently stored. To do this, click the Reset object type button in the header of the filing area. The list of permitted object types is then available again for object type reassignment.

    The metadata area opens.

  5. Enter the corresponding metadata in the metadata area.

    Mandatory fields are indicated by an asterisk.

    • You can enter a user or a group that will be able to edit this template in the Editable by field.

    • In the Types field, you can specify all object types for which the template should be offered when they are created.

    • You can enter terms that can be used by users for searches in the Keywords field.

  6. Exit the creation process by clicking File or File and open.

The document file is filed in the yuuvis® RAD filing system.

In order to allow other users in the system who do not have the functional right to manage templates to use a template, you will need to share it (see Sharing Templates). If a template is not shared, it can only be used as a template by the user who created it, by all users with the functional right to manage templates, and by users or user groups that are entered in the metadata of a template in the Editable by field.