{"id":97,"date":"2020-02-17T16:14:09","date_gmt":"2020-02-17T15:14:09","guid":{"rendered":"https:\/\/help.metashare.com\/metashare-help-admin-manual-how-to-define-the-suggested-document-templates\/"},"modified":"2025-02-27T12:02:05","modified_gmt":"2025-02-27T11:02:05","slug":"how-to-define-the-suggested-document-templates","status":"publish","type":"page","link":"https:\/\/help.metashare.com\/en\/metashare\/adminmanual\/workspace-configurations\/how-to-define-the-suggested-document-templates\/","title":{"rendered":"Suggested document templates"},"content":{"rendered":"\n

What are suggested templates?<\/h2>\n\n\n\n

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.<\/p>\n\n\n\n

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. <\/p>\n\n\n\n

How to configure suggested templates<\/h2>\n\n\n\n
    \n
  1. Go to MetaShare’s start page<\/a>.<\/li>\n\n\n\n
  2. Click on the “Settings<\/a>” icon in the top bar:
    \"\"<\/li>\n\n\n\n
  3. Click on “Workspace configurations” in the left navigation menu:\"\"
    <\/li>\n\n\n\n
  4. Select the workspace configuration, which you want to configure.<\/li>\n\n\n\n
  5. Click on “Suggested templates” under the selected configuration:
    \"\"<\/li>\n\n\n\n
  6. Choose the term set to configure.
    \"\"<\/li>\n\n\n\n
  7. When selected, a list of all terms from the term set will appear. You can now select templates to suggest for each of them:
    \"\"<\/li>\n\n\n\n
  8. Remember to click Save after you have configured all terms.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

    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 … Read more<\/a><\/p>\n","protected":false},"author":4,"featured_media":0,"parent":10687,"menu_order":8,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":{"0":"post-97","1":"page","2":"type-page","3":"status-publish","5":"no-featured-image-padding"},"_links":{"self":[{"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/pages\/97","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/comments?post=97"}],"version-history":[{"count":23,"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/pages\/97\/revisions"}],"predecessor-version":[{"id":11603,"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/pages\/97\/revisions\/11603"}],"up":[{"embeddable":true,"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/pages\/10687"}],"wp:attachment":[{"href":"https:\/\/help.metashare.com\/en\/wp-json\/wp\/v2\/media?parent=97"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}