Managing Review Table Templates

Overview

Admins can save an existing Review Table as a custom template by specifying a title, description, and category. They can then publish it to either the entire workspace or specific users.

These published templates are accessible to your workspaces users via the Library tab and the Review Table tab in the main navigation menu.

Creating a Review Table Template

1. Select the Review Tables tab from the main navigation menu.
2. Select the review table that you want to create a template from.
3. In the toolbar menu, select Templates → Save as template.
4. Fill out the Name, Description, Instructions, Categories and Document classification tags.
5. Select Next to generate your template draft.
6. Review and edit the template as needed.
7. Select Test to test the template before you publish it.
8. Select Share to add users to the template or share with the entire workspace.
9. Select Publish to create the template.

Managing Review Table Templates

As an admin, you can modify access, approve, edit, unpublish or delete any review table template within the workspace by navigating to Command Center → Reporting → Workflows.

• To Modify Access: Hover over the desired template, then select the user edit icon that appears on the right. In the pop-up, you can add or remove users. You can also modify each user’s access level (Can run, can view, can edit, or Full access).
• To Approve a Pending Template: When a permitted user in your workspace creates a review table template, it will be sent to you for approval before it becomes accessible to the rest of the workspace. You can view all pending templates in the Pending approval section at the top of the Workflows page in Command Center. You can approve or deny each one.
• To Edit: Locate and open the desired template. Select on the pencil icon in the title to amend the contents of the template.
• To Unpublish: Choose the desired template, then select Unpublish in the black toolbar at the bottom of the screen. Confirm your choice in the pop-up.
• To Delete: Choose the desired template, then select Delete in the black toolbar at the bottom of the screen. You can also hover over the template and select the trashcan icon that appears. Confirm your choice in the pop-up.

FAQ