Like all folder templates, default templates applied using patterns respect User Group privileges. This security check is especially important in fully understanding how template patterns apply default templates.
If certain User Groups only need to view specific sets of documents in a folder, a different default template can be applied for each User Group that has access to the folder.
When a user opens a folder configured to use template patterns:
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A default template is automatically applied when only one template satisfies all criteria.
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A default template is not automatically applied when two or more templates satisfy all criteria. These templates can only manually be applied by the user.
For example, the user belongs to a User Group that is assigned two possible default templates for the folder. A default template is not applied, because there can only be one default template.
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A default template is neither applied nor available when no templates satisfy the criteria.
If this occurs, ensure the pattern is correct, and that the appropriate User Groups are assigned to the possible templates.
Criteria includes a valid template pattern, a matching keyword value for both the folder and corresponding template name (if applicable), and appropriate User Group privileges.