Working with Templates

Think of a template as a starting point for creating a content item when working with Templates in Content Setup. You can create any number of templates for the different types of content your organization creates. Within each a template, you can set nearly all the same properties and make all the same task assignments that an owner can when creating a new content item. The owner can change any of the optional settings or task assignments inherited from the template but cannot change those set as required.

In document templates, you can also add content, such as outlines, boilerplate text, headers and footers, and default formatting.

Note: Templates for content items are only created within Policy & Procedure Management.

Refer to the following topics when working with Templates: