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Hi, everybody. Welcome to this recording on templates. By templates, just to make it clear, we're not talking about the styling. In Paligo, we mentioned the word templates. We mean ready-made structures for your content. Maybe you've got a table of specifications or troubleshooting Q & A, ready-made so you can fill in the questions and answers and any other details. Essentially, it makes your life much more efficient, but not just your life. Also, the contributors and the collaboration team. Give them ready made content. They just fill in the details. We'll not have to think about creating that whole structure. It can make your life so much more efficient and productive. Let's deep dive right now into templates. The first thing we need to do is to locate the templates folder in your content manager. So it's just here. I'll open it. I have some examples that I've already created. We're gonna create some new content today, a new template. And the templates are really just normal Paligo content. Topics, whatever it may be, with the same rules, you write them in the same way, and then you just use those templates later. So when I go to templates and click these three dots, and go to create content, you should recognize the create content window. It's the same as you see for creating other content and other components. I'm gonna create a new topic and we'll call it a troubleshooting template. And I'll click OK. So as you can see now I have a new topic inside templates called troubleshooting template. If I open it, again looks like a totally normal topic as you hopefully are familiar with when watching this recording. There's a title inside a section. We have a paragraph. Maybe let's put a section under here for our troubleshooting question. So as normal, I bring up my list of elements, alt+enter. I choose a section and I'll call it question. And I'll create another section here called answer. Bring up my list, section, answer, And save. So this is now just a normal topic with a question and answer. And I could build another topic based on this as well. This next part, I really don't know if I should show you inside a video. But I'm going to anyway, but please don't tell anybody that I showed it to you. Okay? You see here where it says insert text. I could actually write something else in here that can be quite useful when someone is writing content or if you send this to a contributor later, it could be quite useful. Let me show you. So if we go into the code and really need to be extra extra careful doing this, you see where it says placeholder insert text? So rather than insert text, I could type in what I want. Put your intro to the issue, and if I click update, you can see here the text. So when someone later types on it, it would change. So as there you see it. So that can be really really useful. You could also put it for example on a title, but let's just be careful how we do this and support aren't gonna be answering questions if you get this wrong, because remember this is secret, I'm not meant to show you. If I copy that including the open and close brackets, I've copied it. And let me just replace the title in the title. And let's put this text to something else. Put in your title here, and I click update, you have that as well. So it could be just a way to give an indication of what somebody should write here. Just be careful, you never heard this from me, And let's save. So I want to create a new topic based on this template. So I'm going to my folder. My recordings folder, and I wanna add it to my topic. So I go to there, I go to create content as normal, but here I go to from template instead. And I choose which template. So I'm gonna choose my troubleshooting template. And I'll just call it TS1 for now. Click OK. So you'll now see that TS1 is regular content and I can put my title. Recording isn't working, and I can put everything else in there, click save, and that's now updated. So very simple, I create my template, and then I create a new topic or other type of document based on that template. If I change the template, it has no effect on the topic that I've written. It's essentially a very clever copy and paste. There's no connection anymore between the template and the content. And in the same way, if I change content in the topic we're looking at now, the actual workable content topic, then that won't be changing the template either. It's just like a one time, very clever copy and paste, reuse one to the other. But it's very useful because when you have content that the structure of it repeats itself, or you've just to save time, make life more efficient, the templates are a really really useful tool. Now to something else regarding templates you might find interesting. One of our customers for example works in the medical industry, and they have lots of different types of medication. I've actually probably seen in the small boxes of medications hopefully you never need to use but you might have seen they got booklets and that content is really the same with changes, the same type of structure, you know, how to use the medication, dangers, etcetera etcetera. So we could actually make a publication of multiple topics, so you're ready to go with a publication with all the basic content in there not just one topic so you can get going change what you need to and and continue. As an advanced note one of those customers actually uses the API. They create a template from a publication, the content now exists, and they pull the content in from an external system. So when the authors get working, not just the structure is there, but all the details for this particular product are also there as well. Just a piece of interest. Let's go and do that. So we'll go to our templates, create content, and this time publication. We'll call it a new tablet. Another example by the way for publication, maybe you're a cloud product with lots of add ons. And each add on is has a very similar structure of how you explain the content. That could also be a good case for a publication template. And I again, just treat it like anything else. I can drag, for example, this topic in and I can drag this topic in. So I now have a structure like anything else. So if I want and build a new publication, so allow me to create a new folder here. We'll call it new tablet 1 this folder. And I'm gonna go to create content from template, the publication, and we'll call it Tablet 1. And I'll click okay. And watch the magic that happens. I now have in my folder the publication tablet one with the two topics from the templates folder in here as well. So I've got the whole package that I need. Let me show you something that you cannot do, which is important to understand. I can't take an existing topic and drag it into the templates folder. OK? That will not be allowed. What you would need to do is create a new topic or whatever document it is inside templates, and copy and paste from one topic to another. You won't be able to drag that component into the templates folder. So important to understand that. There's one additional variation on a publication which I think some of you will find really useful. When I created this publication before, I used two topics that were inside the actual templates folder. What I'm actually going to do now is I'm going to add an existing topic for my regular content manager. In other words, not in a template, and I'm going to bring that into my template's publication. So let's take new language and put that here. And save. So I've got in my templated publication, the two topics we created, these two which are down here in the templates folder. A new language which is a regular topic in another regular folder not templates. Let's go and create a new publication, a regular publication based on this publication template. So I'm gonna create another new folder. And we'll call it New Tablet 2. I'm gonna create content as before based on the template of that publication and this time we're going to call it tablet 2 and click OK. Let's see what's happened. So you can see tablet 2 has created two topics as before but the third topic, new language, is actually reused from somewhere else, as we can see, because its location is in topics. Its location, if I click on it, it'll go directly to the folder, and we'll see that it's maintained in this topics folder here. It was reused. So you can create a new templated publication from just new content, or you can create it from new content and existing content, or even just existing content. So I think templates are really useful. They can make your life so much more efficient. You don't need to recreate the wheel every time you write content. Think about it. Think how you can create templates to make yours and your writers' teams much more productive. And don't forget the collaboration team, the contributors. Giving them ready made topics with information just to fill in rather than recreating the wheel will also make them much happier and easier to use the whole collaboration workflow within Paligo.
