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How to Set Access Controls for Templates

This article describes how Publishers can set Access Controls for a Template. The Access Controls settings automatically apply to any Media created from the Template, ensuring it is properly visible in the Documoto Library.

Article Topics

Important Considerations 

  • Templates are not visible in the Documoto Library.
  • A Template must be copied to a Media and Access Controls for that Media must be set for the content to be visible in the Documoto Library.
  • In order for a Media (created from a Template) to be visible in the Documoto Library, both of the following are required:
    • The media must have at least one Organization assigned in its Access Control settings
    • The media must have at least one Media Category assigned in its Access Controls settings

How to Set Access Controls for a Template

  1. Within Documoto Admin Center, go to Content > Templates
  2. Search for and select the template you wish to set Access Controls for.
  3. Click Access Controls from the left sub-navigation menu.
  4. Select the Organization(s) that you want to assign using one or more of these methods: 
    • Manual Selection:
      • Check the box next to each Organization you want to assign access to
    • Bulk Selection:
      • Click Bulk Apply to All Orgs to select all Organizations
      • Click Bulk Remove from All Orgs to clear any selected Organization(s)
    • Selection Tools:
      • Use the Filter search bar to search or filter the Organization list
        • Adjust the Organizations View dropdown to:
          • Org & Parent Names: display the Organization Name and the Organization's Parent Organization Name
          • Org Name Only: displays the Organization Name only
  5. Select the Media Category(s) that the media should be assigned to using one or more of these methods:
    • Manual Selection:
      • Check the box next to each Media Category
    • Bulk Selection:
      • Click All to select all Media Categories
      • Click None to clear any selected Media Category(s)
    • Selection Tools:
      • Use the Filter search bar to search or filter the Media Category list
  6. Click Save.
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To set Access Controls for Templates in bulk, please contact your Customer Success Manager or the Documoto Support team at support@documoto.com.