Templates

Admins can create templates for data questions, documents and dictionary terms

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.

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

• Documentation Tab: Streamline adding additional context to any resource in Secoda.

How to Create Templates in Secoda

For Documents, Questions, Dictionary terms:

1. Click the arrow next to "New Document," "New Question," or "New Dictionary Term."

2. Select "+ New template."

From this view, you can create new templates or edit existing ones.

Dictionary template

For the Documentation Tab:

1. Go to the Documentation tab on an asset.

2. Select "Use template" to create or use an existing template.

Documentation tab template

Setting a Template as default

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 delete and edit templates.

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