Importing templates

Once an EngageOne template has been designed and data fields defined in Designer, it is named and published for EngageOne. The XForm files that define the document's data model are included in the template zip file. Template deployment is the process of importing these files into a content repository (Vault, or a third party content repository).

If a different version of a template is imported, any video configuration associated with the existing version of the template will be copied to the new version.

When creating a new template version from an old version, the video configuration associated with the old version is copied to the new version.

Refer to "Video management" in the Compose User's Guide for details on how template managers can configure templates to contain personalized video links.

Note: It is necessary to set appropriate "Access Rights" and "Delivery Options" at the parent folder level before attempting to rollback templates.

To import a template:

  1. From the tree view click the parent folder to receive the template.
  2. Click , and select Template from the menu.
  3. Refer to Importing resources for further information.