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File and folder templates

With templated nodes and space templates you can store content (file) and folder templates in repositories that users can then use to create content.

Templated nodes provide a convenient way for users to quickly create content based on a pre-determined style, such as documents already formatted to company guidelines. Once a template has been stored in the repository users can create new content items based upon it from the Create menu in the Document Library.

Space templates let users quickly create folders. Content or other folder structures can be contained in the folder and are replicated when a folder is created from the template. Once a template has been stored in the repository users can create new folders based upon it from the Create menu in the Document Library.

You can have an unlimited number of templated nodes and space templates.

Set files as templates

In the Node Templates folder you can store documents that users can then use as document templates.

  1. In the Repository open the Data Dictionary then Node Templates.

  2. Either drag and drop a content item that you want to use as a template onto the Node Templates drag and drop area, or click Upload and browse to and select the required file.

    Note: The standard Create options are also available, so that you can create templates directly from Alfresco Share, in just the same way as a user would create new content.

    If you already have templated nodes set up, you can select Create document from template from the Create menu and create additional templates based on your existing templates.

  3. Click OK when the upload is complete.

The file is now available to your users as a template when they select to create content Create document from template.

Set folders as templates

In the Space Templates folder you can store folders that users can then use as folder templates.

  1. In the Repository open the Data Dictionary then Space Templates.

  2. Click Create then Folder.

    The new folder is added to the Space Templates folder. You can add content or further folders to this folder to create an entire folder structure. If users create a folder from this template the whole structure and all its contents will be replicated.

    Note: If you already have space templates set up, you can select Create folder from template from the Create menu and create additional templates based on your existing templates.

The file is now available to your users as a template when they select to create content Create document from template.

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