This is the 'Templates' tab. By default, there is a folder called 'Templates' that you can use.

What is a 'Template'?
Templates are a method for starting a job 'on demand' in one2edit™. Users can have access to a template (and, therefore, the ability to start a job) without requiring access to the underlying documents or projects. Starting a template will create a version document and assign a pre-defined workflow to that version document.

The 'Templates' view has a 'Folder Structure' (1) and a 'Template Selection' area (2). Selecting a folder will reveal the templates therein.

A job can be started by clicking the 'Start' button on a template, and information about the template can be seen by clicking the 'Info' button.

Double-clicking a template opens that template for editing.

Here you can see the template info. The 'Info' tab gives you information about the:

• name of the template
• ID of the template
• the creation date
• the date of the last modification
• a description
• the document dimensions

You can also see thumbnail icons of the linked document.

From here, you can export the template as a low-resolution PDF (1) or start this job (2).

The 'Archive' tab contains the user's finished jobs. This list is identical with that found under the 'Job Archive' tab.

From here, you can export the finished document as a low-resolution PDF (1) or use this finished version as a starting point for a new job (2).

NOTE:
This view only displays finished jobs for which your username was in a part of the workflow, i.e., editing or reviewing. It does not display all finished jobs for this template.

Double-clicking a template's thumbnail will open the 'Template Details' window. This window has three tabs: 'Properties', 'Workflows', and 'Metadata'.

Within the 'Properties' tab, there are the following fields:

• ID: The one2edit™ ID of the template.
• Created: When the template was created.
• Modified: When the template was last modified.
• Name: The display name of the template.
• Tags: The search tags for the template, which can be searched for in the 'Search' bar at the top of the window.
• Description: The description displayed for the template.
• Default Version: The default name of any document created using this template. If this is left blank, then the version name will also be blank.
• Default Description: The default description that will be assigned to any document created using this template.
• Allow template-starter to change default values: Permit the user who clicks 'start' for this template to change the default version and description.
• Allow template-starter to use finished versions as source: Permit the user who clicks 'start' to use one of their previously-completed jobs from this template as the basis for their new job.
• Document: Click here to choose the master document for your template.
• Mode: 'Create Version' will create a version document in whatever project is chosen under 'Document' and assign a workflow to it. 'Duplicate Document' will create a new master document in a chosen folder and assign a workflow to it.

NOTE:
This same window appears when making a new template. In that case, the window is named 'New Template'.

NOTE:
There are variable values permitted in both the 'Default Version' and 'Default Description' fields:

• User Name: The name of the user who starts a job from this template.
• User Contact: The email address of the user who starts a job from this template.
• User ID: The ID of the user who starts a job from this template.
• User Domain: The login domain of the user who starts a job from this template.
• Template ID: The ID of this template.
• Template Name: The name of this template.
• Document ID: The ID of the document referenced by the template.
• Document Name: The name of the document referenced by the template.
• Document Version: The version text of the document referenced by the template.

You can drag and drop workflows into the 'Workflow' tab.

Selecting a workflow allows you to choose the users for whom the selected workflow will automatically start. These users (or user groups) can be dragged in from the 'Users & Groups' window.

The 'Metadata' tab allows you to add XML metadata to a document. This metadata can then be seen and used via API calls, e.g., when integrating with another system.