Final answer:
To manage document templates in Docman, you can create new ones, edit existing ones, or remove them as needed to keep your documentation uniform and efficient.
Step-by-step explanation:
Working with document templates on the Docman, a feature of the CXone Expert platform, provides a structured approach to organize your documentation. To create a new template, you would typically access the template management area of Docman, where you can choose 'Create Template' or a similar option. Here, you can design the structure and format of your document as you require.
When you need to edit an existing template, you would navigate to the same template management section, select the template you wish to change, and use the provided editing tools to modify the template's content, structure, or format. This might include changing text, adjusting layouts, or updating formatting styles.
If you want to remove a template, the process is straightforward. Go to the template you wish to delete, select it, and look for an option like 'Delete Template' or 'Remove Template'. Confirm your choice, and the template will be removed from the system. It's important to ensure that the template is no longer in use before removing it to avoid disrupting workflow.
These actions help maintain a consistent and efficient documentation process, ensuring all documents adhere to a specified standard, making information conveyance more effective across all users.