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Template management
Template management allows you to create and organize folders that contain templates and Active Content, created in EngageOne™ Designer and imported into EngageOne™.
Working with templates
Applying retention policies

Overview
Configure and manage operating modes and user roles.
Getting started
Information on creating and configuring communities, running the EngageOne™ Server Administration and common features available in the web application.
Template management
Template management allows you to create and organize folders that contain templates and Active Content, created in EngageOne™ Designer and imported into EngageOne™.
- About template management
- Folder management
  You can define an unlimited number of folders for templates, Active Content, and Message Content.
- Effective dates and withdrawn dates
  Effective date and withdrawn date information is associated with each template version as metadata. When you import a template for the first time (version 1.0), the default value for effective date and withdrawn date is blank. If no effective and withdrawn date are defined, new templates will inherit the properties of the parent folder.
- Spell Checker
  Configure how the spell checker works in EngageOne™ Interactive by selecting one of the options from the General tab.
- Document Classes
  Use document classes to define metadata fields, associate metadata fields to a template with values for the fields, and search for templates using metadata. EngageOne™ Interactive and web services support search using metadata fields.
- Working with templates
  - Importing templates
  - Exporting templates
  - Cut, copy and pasting templates
  - Deleting templates
  - Adding or modifying the document class
  - Modifying user access
  - Removing access rights
  - Changing delivery options
  - Applying retention policies
  - Viewing dependencies
  - Viewing Used By details
    You can view Used By details for the selected Active/Message content resource.
  - Changing effective and withdrawn dates
- Message Content management
- Active Content management
- Working with EngageOne™ Video
- Working with EngageOne™ Communicate
External File management
External resources not contained in the template, succh as images (key maps or keyed images), lookup tables, and RTF files.
Delivery management
Before you can use a template in EngageOne™ Administration you must define a device for viewing and define at least one delivery option.
Community Administration
Features for managing shared community document classes, retention policies, spelling dictionaries, data maps, and diagnostics.
System administration
As an EngageOne™ Server system administrator you will be responsible for configuration, diagnostics and account activities.
Event Monitor
Events related to the document cycle and administration, these are captured throughout the system and sent to the Event Monitor.
Batch processing
Process accumulated requests from EngageOne™ Interactive, or process your own multiple or individual files, in a scheduled, or ad hoc manner.
Managing your EngageOne™ environment
Best practices for managing your EngageOne™ and safeguarding your environment.
EngageOne™ Server system monitoring
This section describes how to monitor the EngageOne™ Server system.
Notices

Applying retention policies

To apply a retention policy to a folder or template:

From the Templates tab, in the tree view click the template, or child folder to apply a retention policy.
Click Retention Rules.
Click the Retention Policy drop-down list, highlight the rule you want to apply. Refer to Retention policy rules for details on creating Retention rules.

Note: if you override inheritance, the template is unaffected even if you update properties at child folder level.