Templates

Overview

As an Admin, you can create templates to standardize and streamline various tasks. Here's what you can create templates for:

• Questions: Ensure all relevant information is provided in team requests.

• Documents: Make sure users capture all required documentation.

• Glossary Terms: Enforce inclusion of all necessary context in term descriptions.

• Table, Column, and Dashboard Documentation: Streamline adding additional context to any resource in Secoda.

Creating a template

1. Navigate to Settings > Templates

2. Click "Create template"

3. Select the type of resource that the template will be associated with

Editing a template

Depending on the resource type, there are different properties and content you can customize on a template.

Standard template content This conent can be configured for all templates

• Title: The name of the template

• Description: Short form content using a limited version of the rich text editor

• Documentation: Long form content that can contain rich information

Template properties These properties can be configured on document, glossary, collection, and question templates

• Owners

• Teams

• Collections

• Tags

• Related Resources

Special Fields

• Synonyms: For glossary and dictionary terms

• Priority and Assignee: For questions

Using a template

To apply a template for collections, glossary, documents, or questions, navigate to the list page and click the dropdown menu to select a template.

To apply a template for tables, columns, and dashboards navigate to the resource page then to the Documentation tab and click the "Templates" button.

Default template

You can set a template as the default format for editors and viewers:

1. Click on the three dots beside the template you'd like to set as default.

2. From the menu, select "Set as default."

In this menu, you can also deletel templates.