What are suggested templates?
When users create new documents, they select a template from a list of all templates they have permissions to access in the document templates library. You can help your users choose the right template by associating templates with specific terms from a selected term set. When users select a term, the configured templates appear at the top of the list, making it easier to find the most relevant ones. Suggested templates are configured separately for each workspace configuration.
The term set typically represents Document Types or similar categories relevant to your documents. Once configured, template selection will appear in the “New document” form under the first single-selection field connected to the chosen term set.
How to configure suggested templates
- Go to MetaShare’s start page.
- Click on the “Settings” icon in the top bar:
- Click on “Workspace configurations” in the left navigation menu:
- Select the workspace configuration, which you want to configure.
- Click on “Suggested templates” under the selected configuration:
- Choose the term set to configure.
- When selected, a list of all terms from the term set will appear. You can now select templates to suggest for each of them:
- Remember to click Save after you have configured all terms.