The information found in this appendix expands on the information found in Configuring ROI Templates, which provides a high-level overview of the processes necessary to configure ROI templates. The information below provides in-depth detail on some of the processes referenced in that section, as well as information on how to properly configure the Template Builder, which is used to create ROI templates.
Before using the Template Builder:
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Ensure that the proper User Group privileges are configured. See User Group Privileges for more information.
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Deploy the Template Builder UNC or URL path provided to you. See Installing the Template Builder.
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If you want to allow tracking of changes to a template document, you must be licensed for the EDM Services module. The SYS - Document Template Document Type, where Release of Information templates are stored, must be configured as revisable. For more information about configuring revisable Document Types, see the EDM Services documentation.
If the SYS - Document Template Document Type is not revisable, a new copy of the template will be saved to the SYS - Document Template Document Type each time a template is saved.