Template admin overview

Here we will highlight what template admin functionality is and what this feature includes. To get started, nominated admin users can access Template Admin via the sidebar:

Template admin users

Admin users can publish, unpublish, delete, and update templates directly, without needing assistance from the QorusDocs team:

N.B. An admin user can update a template without contacting the original template author. However, the template must be in a pending or unpublished state to do so.

Template version history

Admin users have access to the full history of a template, including status changes, system and user-triggered events, and the date and time each occurred:

Template usage data

Admin users now have access to usage information for each template, including how many times it has been used, who has used it, and when it was last used:

Template versioning

An admin user can revert a modified template to a previous version if needed. Open a template:

And select the pencil icon :

And choose which version you want to go back to:

For additional Template Admin features, be sure to check out:

Template Admin - Category Management

Template Admin - Template Suggestion and Review

If you would like to know more about Template Admin functionality and how to nominate users within your user community, please reach out to your QorusDocs account manager.

What we do

At Shark Finesse we have developed an enterprise-grade cloud application to help businesses standardise and simplify their value engagements across the entire customer journey.

Shark, a business value engagement platform used by 1000’s of customer-facing teams globally (e.g. pre-sales, sales, value teams, and customer success) is easy to use, intuitive and usable directly with the customer to negotiate the likely business returns from investing in a solution.

By adopting the Shark approach you will fundamentally transform conversations with new and existing customers, close more business, and differentiate from the competition.