Hello,
My company use 2 different object type.
I would like to delete the empty frequently used templates (picture), we only use the multi-file document. How is this going? I can't create templates, every multi-file document is different.
Hello,
My company use 2 different object type.
I would like to delete the empty frequently used templates (picture), we only use the multi-file document. How is this going? I can't create templates, every multi-file document is different.
You can configure these via Advanced Vault Settings > Configuration > Client > Common > Templates. This option was introduced in the November '23 Update, so update M-Files to the latest release if you are running an older version.
Hello,
We were having problems with some users creating documents that actually have a template as Multi-File Documents.
To prevent this, I eliminated the the possibility to have template options through this setting in AVS "Object Types Without Blank Templates" to Object Type = "Document", as this screenshot shows.
This is fine and this issue has been solved.
However, I also have some document classes that do not have a template, but the user should still be able to create a new document nonetheless (in this case with no template, the only option is to create the document as an MFD - this is so that we can have an entry in the system but no document).
But when I enable the above setting, there is now no possibility to create these kind of document classes at all because they do not have a template.
Is there a possibility to allow specific document classes to be created without a template (as an MFD) when the above setting is enabled??
I don't think it's possible to configure this per class unfortunately, only on object type level.
Thanks Joonas Linkola - maybe an improvement suggestion? (or at least some way to prohibit users from creating a new document outside of the template, if a template for the document class exists; then I don't have to enable the above setting in AVS)
Thanks for the suggestion, I've recorded it for our product team to consider. We have plans to redesign the document creation UX later this year so this could enable new ways to push users towards approved templates (just my own thoughts and speculation here).
Thanks for the suggestion, I've recorded it for our product team to consider. We have plans to redesign the document creation UX later this year so this could enable new ways to push users towards approved templates (just my own thoughts and speculation here).
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