What is a template
Templates can be used to share common properties among different asset groups, documents, or entities.
How do I build a document template
Head over to Templates that can be found in the configuration (the cog icon on the right corner).
Click on Add Template, located in the top right-hand side of the page.
Give your template a name.
Tick the Use in Documents checkbox.
Head over to the Properties tab.
Select Add Section to create a desired section.
Click on Add Property to add questions as required.
How do I apply the document template
Go to Repositories in the configure portal.
Select the document type which document properties are required and click Manage.
Head over to the Properties section and select Add Section.
Give the section a name, select the suitable template, and click Create.
The attached template is now applied to the documents sitting within the selected document type.
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