The template function is a feature that allows you to set required custom fields for manual covers and steps. Editors can call up the most appropriate template for the purpose and type of manual they want to create.
Available Plans
Please check the links for information on the plans and options that can use this function.
Supported Applications
- Template management: Web browser version
- Template usage: Web browser version (mobile app supports viewing only)
Template Management
Enabling/Disabling Template Function
The template function can be turned ON/OFF on a folder-by-folder basis.
When turned ON, it applies to the specified folder and all its subfolders.
▼Enable Template Function (Web Browser)
https://teachme.jp/8/manuals/37226774
User Permissions
- Group administrators and sub-administrators
- Folder administrators and sub-administrators
Creating Templates
You can create templates by combining custom fields that will be required inputs for manual covers and steps.
▼Create Template (Web Browser)
https://teachme.jp/8/manuals/37226021
User Permissions
- Group administrators and sub-administrators
- Folder administrators and sub-administrators
Types of Templates
You can create templates in the following three patterns:
- Custom fields for the cover only
- Custom fields for steps only
- Custom fields for both cover and steps
Limits
Template Creation Limit
- Up to 50 templates
*Archived templates are not included in this count
Custom Field Setting Limit per Template
- Cover: Up to 10 fields
- Steps: Up to 5 fields
Important Notes
The following operations are not supported. Please check thoroughly before publishing templates.
- Editing custom fields when a template is already published
- Reverting a template that has already been applied to a manual back to draft status
▼Template Archive/Deletion and Publication Status Changes (Web Browser)
https://teachme.jp/8/manuals/38077179
Using Templates
Created templates can be applied not only when creating new manuals but also to existing manuals.
▼Create manuals using templates (Web browser)
https://teachme.jp/8/manuals/37224419
▼Apply Templates to Created Manuals（Web Browser）
https://teachme.jp/8/manuals/37318138
For manuals that already have custom fields added, you can select specific custom fields and replace them individually.
▼Change the template applied to the manual（Web Browser）
https://teachme.jp/8/manuals/37318252
User Permissions
- Editor level and above
*Templates cannot be used in folders where the template function is turned OFF.
*All templates published in the group can be used.
Custom Field Input Rules
- You can enter up to 100 full-width characters (200 half-width characters) per custom field.
- Input for custom fields is mandatory. You cannot publish with blank fields.
Frequently Asked Questions
About Template Creation and Management
| Question | Answer | |
| 1 | Can I delete or archive templates? | Yes. Templates in draft status can be deleted, and published templates can be archived. |
| 2 | Can I save templates as drafts when creating them? | Yes. You can save drafts. Since auto-saving is not supported, please save manually. |
| 3 | Can I edit custom fields after a template is published? | No. Custom fields can only be edited in draft status. If the template hasn't been applied to any manuals yet, you can revert a published template to draft status for editing. |
| 4 | In what order are created templates displayed? | Templates are displayed in order from oldest to newest creation date. |
| 5 | Is it possible to automatically apply a template when creating a manual? | No. Templates must be selected manually when creating or editing a manual. |
| 6 | Is it possible to restrict template publication by user or team? | No. In folders where the template function is turned ON, all editors in that folder can use the templates. You cannot restrict them to specific users or teams. |
| 7 | I cannot revert a published template to draft status. Why? | Once a template has been applied to a manual, it cannot be reverted to draft status. |
About Creating and Viewing Manuals Using Templates
| Question | Answer | |
| 1 | Can I apply templates to manuals that have already been created? | Yes. Templates can be applied to manuals that have already been created and published. |
| 2 | Can I change or remove a template that has been applied to a manual? | Yes. You can change or remove templates. |
| 3 | What happens when viewing or editing manuals created with templates on the mobile app? |
Viewing Editing |
| 4 | What happens when I move a manual created with a template to a folder where the template function is OFF? | Regardless of the destination folder's settings, the applied template and the content entered in the custom fields will be maintained. However, editing operations will be limited as follows: What you can do after moving the folder ・Delete templates ・Edit custom fields What you cannot do after moving the folder ・Change templates |
| 6 | Can I use templates when generating manuals with AI? | No. Templates cannot be applied during AI draft generation. Please apply templates to the generated draft and manually enter information in the custom fields. |
| 7 | Can I add covers or steps with templates to another manual using the clipboard function? | You can register items to the clipboard and create steps from the clipboard, but template custom fields will not be reflected. The clipboard operations only apply to step titles, descriptions, and images. |