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--- wiki:autolit:admin:settings:orgs:templates [2023/04/10 18:50]
jthurnham [Types of Templates:]
+++ wiki:autolit:admin:settings:orgs:templates [2023/11/02 13:34]
jthurnham [Types of Templates:]
@@ Line 36: / Line 36: @@
 === 2. Tag Hierarchy Templates ===
-To create a Tag Hierarchy Template, build a new hierarchy in the Configuration panel that opens when you add a Template (or click an existing Template's title). You can also view a list of the hierarchies used in your Organization's nests, and pre-populate the whole hierarchy, or any node and its descendants, into your Template.
+To create a Tag Hierarchy Template, select "Add Template" and input a name and description (optional):
-{{ :wiki:autolit:admin:settings:orgs:tagg.png?nolink |}}
+{{ :undefined:screenshot_2023-11-02_at_13.25.54.png?nolink |}}
-To use a Tag Hierarchy Template in a nest owned by your Organization, go to the Configure Extraction page, and select "Import Template." Choose a template and pick to import either the whole Template or any node and its descendants.
+{{ :undefined:screenshot_2023-11-02_at_13.27.09.png?nolink |}}
-{{ :wiki:autolit:admin:settings:orgs:tagg2.png?nolink |}}
+Here you can build a hierarchy to template from scratch by selecting "Create New Tag" or import a hierarchy from an existing nest. If your organization has not been assigned ownership of any nests, you will see the following:
+{{ :undefined:screenshot_2023-11-02_at_13.30.04.png?nolink |}}
+In this case, navigate to the nest containing the hierarchy you'd like to template, Settings, and assign organizational ownership:
+{{ :undefined:screenshot_2023-11-02_at_13.06.28.png?nolink |}}
+Once this is done, select the nest you'd like to template from and import either the entire hierarchy or a selected section. Now this template can be used by any nests owned by your organization!
+{{ :undefined:screenshot_2023-11-02_at_13.33.33.png?nolink |}}
 === 3. Protocols ===

Nested Knowledge

User Tools

Site Tools

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