KB User's Guide - Documents Tab - Edit a Template

The document Template feature makes it easier for KB authors to replicate frequently used document formats and styles. This document shows you how to edit an existing template.

How to Edit a Preexisting Template

  1. Locate the TemplateNavigation: KB Admin Tools >  Documents Tab > In Progress link > Show advanced options > Template from the Type dropdown menu > Go button.

    The Search / display filters portion of the Documents In Progress page. The Type dropdown is open and Template is highlighted.
    (If you do not find your Template in the In Progress queue, repeat the above in the Active queue.)

  2. Click on the Edit button on the same line as the Template you wish to Edit to open your document in Edit mode.

    The Editing Document screen with a template open.

  3. Edit the Template as necessary.

    Follow your Group Space's workflow to update documents.

  4. Make sure to click on the Save change or Submit button to save your work.

Best Practices

  1. KB Admins, we recommend that Templates be saved to the status of In Progress. Should you need to save the Template as an Active document, set the Search Priority flag to "Exclude from Search". This way, a user will not "discover" the template while searching on the Live Site.

    The image below shows the document edit screen for DocID 79733 in Edit mode. the Search Priority is set to Exclude from Search and hihglighted by a red box.

    The Editing Document Screen, Search priority is highlighted and Exclude from search is selected.

  2. Please know that updates made to a template are not updated dynamically. To make updates to documents created by a template in bulk, we recommend that the Batch Update tool be used to make those updates.

See Also:



Keywords:knowledgebase knowledge base creating KB draft "New Doc from" stencil pattern overlay framework boilerplate replicate consistent change updatefix   Doc ID:36761
Owner:Leah S.Group:KB User's Guide
Created:2014-01-28 17:08 CDTUpdated:2023-06-08 17:12 CDT
Sites:KB User's Guide
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