Working with Templates

The server offers several options when working with templates:

1. Check in a template
2. Assign a template to a project
3. Version a template
4. Roll back to a previous version
5. Republish documents from an updated template

When you initially check in new a template to the server, the check-in process adds the file to the server as the newest version.

To prevent others from editing content a lock may be placed on the template when it is checked out. If the template is locked by an author, the content cannot be checked in by a different author. The author has the option to release the lock.

Helpful Information Regarding Templates

1. Templates are stored in the Resources folder. You can access this folder the following ways:
   1. Start > All Programs > [applicationdatapath] > Resources > Templates
   2. C:\Users\[username]\AppData\Roaming\[applicationdirectory]\version X.xx\templates
2. You cannot use the batch check-in or check-in single functionality to check-in templates. You can only check in the current open template from the Editor using the File > Check In > Check In Current option.
3. On the Server, templates are stored under Administration > Server Administration > Templates. You can click on a template to see the version and the project (if applicable) it is assigned to.
4. To assign a template to a project, refer to Assigning a Template to a Project.

Checking in a Template

1. Create or open a template file (the extension is .udt) in the Editor.
2. Select File > Check In > Check In Current.
3. Select Lock template for editing to prevent other users from accessing or editing the template while you are checking it in .
4. Click OK to check in the template.
5. Click OK to complete the check in process.

Assigning a Template to a Project

1. Click the Administration cog on the navigation bar.
2. Select Skins and Templates > Document Templates in the left navigation menu.
3. Click on the name of the template to be assigned to the project.
4. Click Assign Template.
5. Select the checkbox next to the desired project(s). Optionally, to assign a template to all projects in the list, click (select or unselect all).
6. Click Save to assign the template to the project(s).

Rolling Back to a Previous Template Version

1. Click the Administration cog on the navigation bar.
2. Select Skins and Templates > Document Templates in the left navigation menu.
3. Click on the template name to roll back.
4. Click the drop-down arrow to the right of the action button.
5. Click Rollback.
6. Click Save.
7. Optionally, republish the documents associated with the template. For more information, refer to Republishing Documents.

Viewing Template Properties

1. 1. 1. 1. 1. Click the Administration cog on the navigation bar.
            2. Select Skins and Templates > Document Templates in the left navigation menu.
            3. Click on the template name to view.
            4. Perform one of the following options: