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Managing data with the configuration layer

This tutorial guides you through creating and using metadata through the configuration layer.
When you want to add customizable information that is not included in your data to your template, you can use the configuration layer. The configuration layer consists of data or metadata to use for your organization or just for your template.
This tutorial uses two examples of when the configuration layer could be used:
  • Module 1: Creating metadata for existing data with the configuration layer: This tutorial helps you to design templates with human readable labels on pieces of information like URLs. Then, when you configure a document generation, you can select a URL from a list of display names.
  • Module 2: Creating new data with the configuration layer: This tutorial helps you to create a reusable template that can be added to any number of templates to include the name of a reviewer. The reviewer can be selected during document generation, and the output contains the name and a line for the reviewer to sign off when the review is complete. Then the output document can be stored for tracking purposes. Any user in the organization can use this template in their own template designs. The Central management component is required for this tutorial.

Learning objectives

Both tutorials teach you how:

Time required

1 hour
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