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      Manage Templates

      SUMMARY

      What is a Template

      Creating and editing Template

      Using Templates in Wecan Comply

       

       

      What is a Template?

      Templates are the basis of the data structure on Wecan Comply. Starting from a Template library, you can customise them and associate a validation workflow with them.

      The main actions are Sharing and Requesting: you can share your data or ask a relationship to send you theirs.

      Once you have created a Template, you can create Forms based on it. Find out more about Forms

      Find out more about the difference between Sharing and Requesting

      There are two categories of Template::

      • Those that will fill your Main Vault (via Forms)
      • Those that allow you to create and fill Vaults (via Forms)

      Note: You cannot fill in data in a Template. Learn how to create a Version.

       

      Creating and editing Template


      Creating a Template:

      create-template

      1. Click on Settings, in the top menu.

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      2. In the Vault Settings section, select a Vault then click on the Templates menu.
      3. Click on Add Template button.

      create-template-3
      4. Click on a Template to select it
      5. Click on Select button.

      create-template-4
      6. Choose between Share or Request by clicking on Select

      • The availability of this actions depends on your Business Type.

      Note: You can only add one Template at a time.


      Editing a Template:

      create-template

      1. Click on Settings, in the top menu.

      edit-template-2
      2. In the Vault Settings section, select a Vault then click on the Templates menu.
      3. Click on a Template from the list to open it.

      edit-template-3
      4. Define the users who can access the Template: open the drop-down menu to select users.
      5. Select a validation workflow.

      • Note 1: You cannot edit Workflows forced by Wecan.
      • Note 2: you cannot edit Workflows from a Template. Find out more about editing workflows

      edit-template-4

      6. Customise the Template: (depending on your Business Type, you will not be able to perform some of the actions below)
      1. Uncheck questions to remove them from the Template. These will be visible in the Forms but not filled in or requested.
      2. Optional: add additional questions:
        1. From the Additional questions category, click on Create additional question button.
        2. Select the type of response required.
        3. Fill the title of your question.
      7. Click on Update button. 

      Caution: you cannot delete Templates.

      Using Templates in Wecan Comply

      Templates give administrators centralised control over the data that can be filled in, shared and requested by users. It's also a way of applying the same validation workflow to all your Forms. Templates are effective for quickly deleting or adding an additional question to all the Forms that depend on a Template.