Managing and Editing Templates

yuuvis® RAD client • 9.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.

You need the appropriate functional rights to manage and edit a template. Templates can be edited, managed, or deleted by the creator or

  • users who have the functional right to manage templates and

  • users or user groups who are entered in the metadata of a template in the Editable by field.

    Only one user or user group can be entered in the Editable by field.

As an authorized user you can

  • change the metadata (for example, title, description, or keywords) of a template,
  • customize the user group who are permitted to edit a template,
  • change the object types for which the template is offered when creating them,
  • modify the user group to which a template is offered,
  • replace templates or edit their contents, and
  • delete templates.

  1. Open the object view of a template that you can edit.

  2. Modify the title, description, or the key words of the template in the metadata fields as required.

  3. Click Save.

The changes will be saved.

  1. Open the object view of a template that you can edit.

  2. Modify the user or the group that is to be able to edit this template in the Editable by field.

  3. Click Save.

The changes will be saved.

  1. Open the object view of a template that you can edit.

  2. In the Types field, modify the object types by adding or removing those types for which the template should be offered when they are created.

  3. Click Save.

The changes will be saved.

  1. Open the object view of a template that you can edit.

  2. Click Action iconActions >GENERAL > Share icon Share.

    The Share dialog opens.

  3. Modify the users or user groups who are allowed to use the template in the dialog by adding or deleting users or user groups.

  4. Click Save.

The changes will be saved.

If you have rights to edit a template, you can edit or replace the content of a template document or the entire template document like any other document file.

If you have rights to edit a template, you can delete the template, for example, in hit lists or the filing location of the template using the Actions menu iconActions menu like you would delete any other object.

The templates that you can use or edit can be found using the search dialog by searching for the object type 'templates'.