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    Templates - search and folder
    • 27 Sep 2023
    • 3 Minutes to read
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    Templates - search and folder

    • Updated on 27 Sep 2023
    • 3 Minutes to read
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    Article summary

    The main page of the Templates tab provides an overview of the content templates created and their organization into folders. This tutorial will help you understand how to find the folders or templates you want, navigate through the folder structure, and move and copy content. In addition, the tutorial will give you brief descriptions of the options in the three-point menu as well as a description of the template version page. 

    Topics covered:
    Templates tab: 
    • Search function 
    • Folder navigation 
    • Moving, Copying folders and items 
    • Three dot menu 
    • Version history
    • Tile view


    TUTORIAL STEPS:

    Search function

     A) Open the Templates tab.
    B) The Search field above the table allows you to search for folders and content templates of the Templates tab.

    1. Enter the full or partial name of a template or a folder.
    C) Found items

    1. Click the found template to open it in the Designer.

    Note: You can use the Open location option from the three dots menu to navigate to the folder where the template is located. 








    Navigating the folder structure

     A) Open the Templates tab.
    B) Top level structure 

    1. Click the template item to open it in the Content Designer, where you can edit it and publish it, after which you will be able to assign it to your displays.
    2. Click a folder to navigate to its templates. 



    Note:  The functions of the Templates tab are the same at all levels of the folder structure.

    C) Path directory
    Clicking on the path directory names can be used to quickly navigate through the folders.
    Pressing the Back button takes you one level up in the folder structure.









    Moving and copying folders or files 

    A) Move and copy

    1. Click the three-dot button of an item in the Templates tab and select the Move or Copy option.
    2. In the new pop-up window navigate to the folder where you want to move or copy the item.
    3. Click the Move / Copy button.


    Version history

    A) All templates have a version history which can be viewed on a separate subpage.

    1. Select the option Version history from the three dots menu of a specific template.
    B) The version history subpage 

    Each Save action in the Designer creates a new version. All template versions are listed chronologically on the Version history subpage. In the following example 5 versions of a template are visible.

    Template version statuses: 

    • "Published" - is the version of a template which can be assigned to displays. 
    • "Latest" - is used as ready for review or in preparation to be published. 
    • empty - a previous version of a template that is neither the latest nor the published one. 

    Note: Only the published version of a template can be assigned to displays.

    Three dots button is available for each version of the template allowing the use of the following functions:

    • Open - navigates the user to the designer opening the specific template version.
    • Publish - by selecting this option for an item, it makes this item the "Published" version of the template and visible on the assigned displays.
    • Copy revision - enables the user to create a copy of the specific item as a completely new content template on the main page. 


    Short description of the three-dot menu options

    After clicking on the three dots for a content template, the following actions can be performed upon the item:

    • Open latest - opens the last saved version of the template, same action as for the left click on the template in the main page table.
    • Open published - opens the last published version of the template.
    • Version history - opens a separate subpage, see below.
    • Assigned displays - a new modal window pops up where displays are listed to which this template is currently assigned.
    • Rename - enables the user to modify the name of the content template.
    • Move - enables to relocate a content template to a folder or subfolder. Modal window with folder hierarchy opens and user can select target folder where the template is moved to.
    • Copy latest - creates a copy of the latest template version and allows the user to move the copy to a folder.
    • Publish - makes the latest version of the template available for assigned displays.
    • Delete - removes the content template.
    • Manage permissions - enables user with respective right to edit read and write permission of the template or folder, as well as change the owner of the template. 

    Tile view

    A) To switch to tile view click the "windows" icon near the search field. As in the list view, all items have the same functionality, their own checkboxes and three-dot menus, name, resolution, date and time of publication and last modification. Clicking on folders opens their contents, and clicking on templates opens them in the template designer.
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