Creating Template Groups - Document Composition - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external - OnBase/Document-Composition/Foundation-24.1/Document-Composition/Configuration/Template-Groups-and-Templates/Creating-Template-Groups - 2024-03-25

Document Composition
Platform
OnBase
Product
Document Composition
Release
Foundation 24.1
License

To create a new template group:

  1. Click Control Panel.
  2. If prompted, login to OnBase.
  3. The Control Panel dialog box is displayed:
  4. Click New Template Group:
  5. The New Template Group Settings dialog box is displayed:
  6. Type a name in the Template Group Name field.
    Note:

    This name is limited to 100 characters and must be unique.

  7. Click Continue.
  8. The Template Group Security dialog box is displayed:
  9. Select User Groups in the Available User Groups list and click Add to add them to the Selected User Groups list.

    Remove User Groups from the Selected User Groups list by clicking Remove to move them to the Available User Groups list.

    Note:

    By default, the MANAGER User Group can access and has rights to all Template Groups, regardless of whether it is displayed in the Selected User Groups list.

    Note:

    Only User Groups that have either Document Composition Administration privileges or Word Document Composition privileges are shown in the Available User Groups list.

  10. The Template Group Rights options are displayed:
  11. Select the check box(es) that apply to the rights that should be assigned to the User Group:

    • Modify Template Group Settings - Select to allow a User Group to edit template group configuration.

    • Add Templates to this Group- Select to allow a User Group to create and copy templates for the template group.

      Note:

      You must assign at least one User Group Modify rights.

  12. Click Finish.