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About Template Editor

CAM's folder templates allow administrators to standardize the folder structures of workspaces in the external systems. When creating a workspace, either automatically through Data Uploader or manually with Workspace Wizard, CAM uses the folder template configured in the External System Configuration to create and appropriately name folders, subfolders, within the workspace and assign them metadata values and default security. The user can also be allowed to add additional folders in the workspace using the On-Demand Folder Creation option. Read here for complete instructions to configure the Template.

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To allow users to create folders within a workspace, the On-Demand Folder Creation option must be properly configured in a template. Users who have been granted the right to create additional folders can add new folders to a workspace through the Manage Folders option available in the Directory tab.

(blue star) 📌 Tip: Users must have View Manage Folder Dialog permission assigned to edit the workspace template folders. Read here for complete list of available permissions and instructions to allow/deny CAM permissions to user/group.

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  • In the Administration tab, select Template Editor

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    Click the (blue star) above icon or click the x at the top right corner, to return to the Administration menu.

Required Permissions

Permissions

Allows User To

View Template Editor

To view Template Editor option in the Administration tab.

(blue star) 📌 Tip: Read here for complete list of available permissions and instructions to allow/deny CAM permissions to user/group.